Personal Banking Advisor

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

Job summary

TD Canada Trust in Woodstock, Ontario, is seeking a Personal Banking Associate to deliver customer service, promote banking solutions, and guide clients to the right experts for financial needs. You will handle accounts, investments guidance, and daily branch operations.

The role emphasizes building relationships, educating customers on digital banking, and maintaining accurate documentation while adhering to TD's Code of Conduct.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC within 90 days of start date.
• 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

Relationship building

MS Office

Education

High School diploma

IFC within 90 days

Post-secondary degree preferred

Tools

Branch software

Internet

Job description

TD Canada Trust in Woodstock, Ontario, is seeking a Personal Banking Associate to deliver customer service, promote banking solutions, and guide clients to the right experts for financial needs. You will handle accounts, investments guidance, and daily branch operations.

The role emphasizes building relationships, educating customers on digital banking, and maintaining accurate documentation while adhering to TD's Code of Conduct.