Ottawa Personal Banking Associate - Build Relationships

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

Job summary

TD Bank Group in Ottawa, Ontario invites you to join as a Personal Banking Associate. You will guide customers through everyday banking needs, open new accounts, provide investment guidance, and connect clients with the right specialist.

This on-site, full-time role emphasizes relationship-building, digital banking education, accuracy in documentation, and collaboration with branch teams to deliver a simple, human banking experience.

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 and branch software.

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 skills

MS Office proficiency

Banking knowledge

Time management

Independent worker

Education

High School diploma

Post-secondary or undergraduate degree preferred

Tools

Branch software

MS Office (Word, Excel, Outlook)

Job description

TD Bank Group in Ottawa, Ontario invites you to join as a Personal Banking Associate. You will guide customers through everyday banking needs, open new accounts, provide investment guidance, and connect clients with the right specialist.

This on-site, full-time role emphasizes relationship-building, digital banking education, accuracy in documentation, and collaboration with branch teams to deliver a simple, human banking experience.