Personal Banking Advisor - Build Relationships & Solutions

TD Bank Group; Sault Ste. Marie; On-site; CAD 44,000 - 59,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate at our Sault Ste Marie branch to guide customers on banking solutions and refer to the right staff for complex needs. The role emphasizes learning financial products, delivering excellent service, and following TD's standards.

The position features a 37.5-hour work week at TD Canada Trust with opportunities to promote digital banking education and support frontline staff in daily transactions and customer inquiries.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC Certification or equivalent within 90 days of start date.
• Post-secondary or Undergraduate degree (in related field) preferred.
• Proficiency in MS Office, branch software and internet.
• A self-starter who works independently in a dynamic work environment with strong administration, organizational, planning and time management skills.
• A strong communicator with established customer experience skills who can effectively connect with customers and related 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

Strong communication

Self-starter

Education

High School diploma

Post-secondary degree preferred

IFC certification within 90 days

Tools

MS Office (Word, Excel, Outlook)

Branch software

Internet proficiency

Job description

TD Canada Trust is seeking a Personal Banking Associate at our Sault Ste Marie branch to guide customers on banking solutions and refer to the right staff for complex needs. The role emphasizes learning financial products, delivering excellent service, and following TD's standards.

The position features a 37.5-hour work week at TD Canada Trust with opportunities to promote digital banking education and support frontline staff in daily transactions and customer inquiries.