Personal Banking Advisor — Build Relationships & Growth

TD; Fort Erie; On-site; CAD 48,000 - 59,000; Full time

Benefits offered by this job

Total Rewards package

Career development

Training & onboarding

Job summary

TD Canada Trust in Fort Erie, Ontario is seeking a Personal Banking Associate to assist customers with accounts, investments, and banking solutions. You will guide customers to the right staff, educate on digital banking, and support front-line staff with transactions, while upholding TD's customer-first standards.

Ideal candidates have a high school diploma or 1+ years of relevant experience, proficiency with MS Office and banking software, and strong communication and time-management skills.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Proficiency in MS Office (Word, Excel, Outlook), branch software and internet.
• Knowledge of banking solutions and processes to advise customers.
• Strong administration, organizational, planning and time-management skills.
• Excellent communication and ability to connect with customers and teams.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, digital education, and problem resolution related to banking solutions.
• Understand customer needs and guide customers to the right contact person for appropriate solutions.
• 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 non-standard matters for management.
• Recommend improvements to work practices, branch operations, and processes to enhance customer experience and achieve operational excellence.
• Participate in timely and accurate completion of business processes and ensure documentation aligns with regulations and TD's Code of Conduct.

Skills

Customer service

Communication

Time management

Sales skills

Digital banking knowledge

Education

High School diploma or equivalent

Post-secondary preferred

IFC certification (within 90 days)

Tools

MS Office

Branch software

Internet skills

Job description

TD Canada Trust in Fort Erie, Ontario is seeking a Personal Banking Associate to assist customers with accounts, investments, and banking solutions. You will guide customers to the right staff, educate on digital banking, and support front-line staff with transactions, while upholding TD's customer-first standards.

Ideal candidates have a high school diploma or 1+ years of relevant experience, proficiency with MS Office and banking software, and strong communication and time-management skills.