Customer-Centric Personal Banking Advisor

TD Bank Group; Surrey; Hybrid; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust in Surrey, BC, is seeking a Personal Banking Associate to engage customers with day-to-day banking needs, open new accounts, and provide information on products and services. You will guide customers to the right specialist and support branch operations with accurate, friendly service.

The role emphasizes building relationships, using MS Office tools, and maintaining confidentiality while delivering digital education and cash handling support as part of a dynamic retail banking

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC or equivalent – within 90 days of start date.
• Post-Secondary or Undergraduate degree preferred.
• Proficiency in MS Office (Word, Excel and Outlook), branch software and internet.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution.
• Understand customer needs and guide to the right contact for appropriate solutions while maintaining confidentiality.
• Build customer confidence in digital banking trends by educating them on mobile, ATM, and online banking.
• Support frontline staff with scheduled cash and non-cash transactions; resolve issues and report non-standard matters to management.
• Recommend improvements to branch operations to enhance customer experience and achieve operational excellence.
• Ensure documentation is accurate and compliant with regulations and TD's Code of Conduct and Ethics.

Skills

Customer service

Communication

Time management

MS Office

Relationship building

Education

High School diploma

Post-Secondary degree (preferred)

IFC within 90 days

Tools

MS Office (Word, Excel, Outlook)

Branch software

Internet banking tools

Job description

TD Canada Trust in Surrey, BC, is seeking a Personal Banking Associate to engage customers with day-to-day banking needs, open new accounts, and provide information on products and services. You will guide customers to the right specialist and support branch operations with accurate, friendly service.

The role emphasizes building relationships, using MS Office tools, and maintaining confidentiality while delivering digital education and cash handling support as part of a dynamic retail banking