Customer-Centric Personal Banking Associate

TD; Waterford; On-site; CAD 44,000 - 59,000; Full time

Job summary

TD Canada Trust in Waterford, Ontario, is looking for a Personal Banking Associate to guide customers through financial needs, open accounts, and provide investment guidance. You will help customers access digital banking and connect them with the right team for their questions.

You will support frontline staff, ensure compliant documentation, and promote a positive customer experience through professional communication and product knowledge.

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 (in related field) preferred.
• Proficiency in MS Office (Word, Excel and Outlook), branch software and internet.
• Knowledge of banking solutions and processes to advise customers.
• Strong administration, organizational, planning and time management skills.
• Strong communicator with customer experience skills.

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 digital banking by educating 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 work practices, branch operations and processes to enhance customer experience.
• Participate in timely and accurate completion of business processes and procedures.
• Ensure documentation is accurate and consistent with regulations and TD's Code of Conduct and Ethics.
• Promote team effectiveness and share industry knowledge to achieve objectives.

Skills

Customer service

Communication

MS Office

Banking knowledge

Time management

Independent worker

Education

Post-secondary degree (related field)

IFC certification or equivalent (within 90 days)

Tools

Branch software

Job description

TD Canada Trust in Waterford, Ontario, is looking for a Personal Banking Associate to guide customers through financial needs, open accounts, and provide investment guidance. You will help customers access digital banking and connect them with the right team for their questions.

You will support frontline staff, ensure compliant documentation, and promote a positive customer experience through professional communication and product knowledge.