Personal Banking Advisor: Build Relationships & Digital Solutions

TD Bank Group; Rockland; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust in Rockland, Ontario, is hiring a Personal Banking Associate to guide customers in financial needs, assist with new accounts, and advise on banking solutions. The role involves daily customer interactions and referrals to specialized staff.

The candidate should have a High School diploma or equivalent, 1+ years of experience, and proficiency in MS Office, branch software, and internet usage. The position is onsite with a 37.5-hour work week.

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 MS Office (Word, Excel and Outlook), branch software and internet.

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.

Skills

Customer communication

MS Office

Branch software

Internet proficiency

Education

High School diploma

Post-secondary degree preferred

IFC within 90 days of start date

Tools

MS Office

Branch software

Internet

Job description

TD Canada Trust in Rockland, Ontario, is hiring a Personal Banking Associate to guide customers in financial needs, assist with new accounts, and advise on banking solutions. The role involves daily customer interactions and referrals to specialized staff.

The candidate should have a High School diploma or equivalent, 1+ years of experience, and proficiency in MS Office, branch software, and internet usage. The position is onsite with a 37.5-hour work week.