Client-Focused Personal Banking Advisor

The Toronto-Dominion Bank (Canada); Mitchell; On-site; CAD 44,000 - 59,000; Full time

Job summary

The Toronto-Dominion Bank (TD) in Mitchell, Ontario, is seeking a Personal Banking Associate to guide customers to the right staff for banking needs, including new accounts and investment advice, while delivering service with integrity.

You will engage customers in day-to-day advice, teach digital banking, support front-line staff with transactions, and contribute to branch operational improvements. TD offers development opportunities in a supportive environment.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent – within 90 days of start date.
• Post-Secondary or Undergraduate degree (in related field) preferred.
• Proficiency in MS Office (Word, Excel and Outlook), branch software and internet.
• Knowledge of banking solutions to advise customers.
• A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills.
• A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
• Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.
• Build customer confidence in emerging digital banking trends by educating them on mobile, ATM, and online banking.
• Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management.
• Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence.
• Participate in the timely and accurate completion of business processes and procedures.
• Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics.
• Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives.

Skills

MS Office

Communication skills

Time management

Customer service

Attention to detail

Education

High School diploma

IFC certification within 90 days

Post-Secondary degree preferred

Tools

Branch software

Internet

Job description

The Toronto-Dominion Bank (TD) in Mitchell, Ontario, is seeking a Personal Banking Associate to guide customers to the right staff for banking needs, including new accounts and investment advice, while delivering service with integrity.

You will engage customers in day-to-day advice, teach digital banking, support front-line staff with transactions, and contribute to branch operational improvements. TD offers development opportunities in a supportive environment.