Personal Banking Advisor

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

Benefits offered by this job

Total Rewards package

Career development

Job summary

TD Canada Trust is seeking a Personal Banking Associate for our branch in Waterford, Ontario. You will guide customers to the appropriate staff for resolving financial queries and banking needs, including new accounts, investment advice, and banking solutions.

Engage customers in day-to-day advice, support frontline staff with transactions, educate clients on digital banking, and promote TD's services with strong customer experience. Competitive salary and Total Rewards package offered.

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.
• Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet.
• Knowledge of banking solutions and processes to advise customers.

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

MS Office

Customer service

Communication

Time management

Banking knowledge

Self-starter

Education

High School diploma

Post-secondary degree preferred

Tools

Branch software

Internet

Job description

TD Canada Trust is seeking a Personal Banking Associate for our branch in Waterford, Ontario. You will guide customers to the appropriate staff for resolving financial queries and banking needs, including new accounts, investment advice, and banking solutions.

Engage customers in day-to-day advice, support frontline staff with transactions, educate clients on digital banking, and promote TD's services with strong customer experience. Competitive salary and Total Rewards package offered.