Entry-Level Personal Banking Associate — Launch Career

TD; Ottawa; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust in Ottawa is seeking a Personal Banking Associate to guide customers to the right staff for banking needs including new accounts, investments and solutions. You will engage customers, educate on digital banking, and support frontline staff to ensure smooth transactions.

The role requires a High School diploma with 1+ years of experience, IFC within 90 days, and proficiency in MS Office and branch software. A post-secondary degree is preferred.

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.

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

Customer service

Communication

Relationship building

Time management

Problem solving

Education

High School diploma

IFC within 90 days of start date

Post-secondary degree preferred

Tools

MS Office

Branch software

Internet

Job description

TD Canada Trust in Ottawa is seeking a Personal Banking Associate to guide customers to the right staff for banking needs including new accounts, investments and solutions. You will engage customers, educate on digital banking, and support frontline staff to ensure smooth transactions.

The role requires a High School diploma with 1+ years of experience, IFC within 90 days, and proficiency in MS Office and branch software. A post-secondary degree is preferred.