Personal Banking Advisor

The Toronto-Dominion Bank (Canada); Welland; On-site; CAD 44,000 - 59,000; Full time

Job summary

TD Canada Trust in Welland, Ontario is seeking a Personal Banking Associate to establish, build, and maintain impactful relationships with customers, guiding them to the right staff for their banking needs, including new accounts, investments, and soluciones.

You will engage customers in day-to-day advice needs, educate them on digital banking, and support frontline staff with cash and non-cash transactions.

Qualifications

• High School diploma or equivalent; 1+ years of relevant experience required.
• Post-secondary education preferred.
• Proficiency with MS Office, branch software, and internet required.
• Knowledge of banking solutions to advise customers.
• Strong administration, organizational and time management skills.
• Excellent communication with customers and 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, 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

Banking knowledge

Communication

MS Office

Branch software

Attention to detail

Education

High School diploma

Post-Secondary education preferred

Tools

MS Office

Branch software

Internet

Job description

TD Canada Trust in Welland, Ontario is seeking a Personal Banking Associate to establish, build, and maintain impactful relationships with customers, guiding them to the right staff for their banking needs, including new accounts, investments, and soluciones.

You will engage customers in day-to-day advice needs, educate them on digital banking, and support frontline staff with cash and non-cash transactions.