Part-Time Personal Banking Advisor

TD Bank; Fergus; On-site; CAD 32,000 - 43,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate at our Fergus, Ontario branch. You will guide customers to appropriate staff for banking needs, including new accounts and investment advice, while ensuring a positive customer experience.

You will engage customers with daily banking needs, promote digital solutions, and support frontline staff with cash and non-cash transactions, all in a compliant and efficient manner.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC (Investment Funds Canada) 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 with strong administration, organizational, planning and time management skills.
• A dynamic, diligent 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 with customers and related teams.

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 and reflects business intentions in line with regulations and TD's Code of Conduct.
• Help build a positive and equitable work environment by promoting team effectiveness and sharing industry knowledge.

Skills

Strong communicator

Self-starter

Ability to handle changing priorities

Education

High School diploma

Post-Secondary degree preferred

IFC within 90 days

Tools

MS Office (Word, Excel, Outlook)

Job description

TD Canada Trust is seeking a Personal Banking Associate at our Fergus, Ontario branch. You will guide customers to appropriate staff for banking needs, including new accounts and investment advice, while ensuring a positive customer experience.

You will engage customers with daily banking needs, promote digital solutions, and support frontline staff with cash and non-cash transactions, all in a compliant and efficient manner.