Personal Banking Advisor

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

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Career development

Reward and recognition programs

Job summary

TD Canada Trust is seeking a Personal Banking Associate for our Ottawa branch to guide customers on accounts, investments, and banking solutions, and to refer customers to the right experts. You will engage customers in day-to-day transactions, educate on digital banking, and support frontline staff with cash and non-cash transactions while ensuring compliance with TD's Code of Conduct and Ethics.

Strong communication, attention to detail, and the ability to work in a fast-paced environment are

Qualifications

• High School diploma and/or 1+ years of relevant experience
• Post-Secondary or Undergraduate degree 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 through strong administration, organizational, planning and time management skills
• A dynamic, diligent, and effective 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, both verbally and in writing, with customers and related teams in a courteous, and effective manner

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

Time management

Organization

Problem solving

Education

High School diploma

Post-Secondary degree preferred

Tools

MS Office

Branch software

Job description

TD Canada Trust is seeking a Personal Banking Associate for our Ottawa branch to guide customers on accounts, investments, and banking solutions, and to refer customers to the right experts. You will engage customers in day-to-day transactions, educate on digital banking, and support frontline staff with cash and non-cash transactions while ensuring compliance with TD's Code of Conduct and Ethics.

Strong communication, attention to detail, and the ability to work in a fast-paced environment are