Customer-Focused Personal Banker

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

Job summary

TD Bank Group in Edmonton, AB is seeking a Personal Banking Associate to guide customers in banking solutions and refer to the right staff for complex needs. The role emphasizes building relationships and delivering a positive customer experience.

Ideal candidates have a high school diploma with 1+ years of experience, proficiency in MS Office, and a willingness to engage customers with digital banking education and cash/non-cash transactions.

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 using MS Office (Word, Excel and Outlook), branch software and internet.
• Knowledge of banking solutions and processes to advise customers.
• A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills.
• A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities.
• A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner.

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

Banking solutions

Strong communicator

Time management

Self-starter

Customer service

Education

Post-secondary degree

IFC within 90 days

Tools

Branch software

Internet

Job description

TD Bank Group in Edmonton, AB is seeking a Personal Banking Associate to guide customers in banking solutions and refer to the right staff for complex needs. The role emphasizes building relationships and delivering a positive customer experience.

Ideal candidates have a high school diploma with 1+ years of experience, proficiency in MS Office, and a willingness to engage customers with digital banking education and cash/non-cash transactions.