Personal Banking Advisor

TD; Fredericton; On-site; CAD 44,000 - 57,000; Full time

Job summary

TD Canada Trust in Oromocto, NB is seeking a Personal Banking Associate to guide customers through banking solutions, including new accounts and investment advice, routing complex queries to the right staff. You will assist with everyday transactions and help customers with their financial needs in a compliant, customer-first environment.

You will promote digital banking tools, support frontline staff with accurate documentation, and uphold TD's conduct and ethics while delivering a positive

Qualifications

• High School diploma and/or 1+ years of relevant experience
• IFC certification or equivalent within 90 days of start date
• Post-Secondary or Undergraduate degree preferred
• Proficiency in MS Office (Word, Excel, Outlook), branch software and internet

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
• Build customer confidence in emerging digital banking trends by educating them 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 branch operations to enhance customer experience and achieve operational excellence
• Participate in timely and accurate completion of business processes and procedures
• Ensure documentation is accurate and reflects business intentions in compliance with regulations and TD’s Code of Conduct

Skills

MS Office

Customer service

Communication skills

Time management

Problem solving

Education

High School diploma

Post-Secondary or Undergraduate degree (preferred)

Investment Funds Canada (IFC) within 90 days

Tools

Branch software

Job description

TD Canada Trust in Oromocto, NB is seeking a Personal Banking Associate to guide customers through banking solutions, including new accounts and investment advice, routing complex queries to the right staff. You will assist with everyday transactions and help customers with their financial needs in a compliant, customer-first environment.

You will promote digital banking tools, support frontline staff with accurate documentation, and uphold TD's conduct and ethics while delivering a positive