Personal Banking Advisor

TD Bank; Kemptville; On-site; CAD 44,000 - 59,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate at our Kemptville branch in Ontario. Help customers with new accounts, banking solutions, and investment guidance while directing them to the right staff.

This role emphasizes building relationships, delivering friendly service, and promoting digital banking tools. You will work in a dynamic team, handle day-to-day transactions, and ensure accuracy and compliance with TD policies.

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 (in related field) preferred.

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.

Skills

Customer service

Communication

Independent worker

Time management

Education

High School diploma

IFC within 90 days

Post-secondary degree preferred

Tools

MS Office

Branch software

Internet

Job description

TD Canada Trust is seeking a Personal Banking Associate at our Kemptville branch in Ontario. Help customers with new accounts, banking solutions, and investment guidance while directing them to the right staff.

This role emphasizes building relationships, delivering friendly service, and promoting digital banking tools. You will work in a dynamic team, handle day-to-day transactions, and ensure accuracy and compliance with TD policies.