Personal Banking Advisor – Build Relationships & Solutions

TD; Smiths Falls; On-site; CAD 30,000 - 37,000; Full time

Job summary

TD Canada Trust in Smiths Falls is seeking a Personal Banking Associate to welcome customers, open new accounts, provide investment guidance, and connect clients with the right TD specialists. You will handle day-to-day banking needs, educate customers on mobile and online banking, support branch operations, and ensure accurate documentation in line with TD policies.

The role emphasizes relationship building, proactive service, and a collaborative team environment within a modern community bank.

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 preferred
• Proficiency in MS Office, branch software and internet
• Knowledge of banking solutions and processes to advise customers
• Self-starter who works independently in a dynamic environment with strong admin, organizational, planning and time management skills
• Strong communicator with customer experience skills and ability to connect 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

MS Office

Banking knowledge

Communication

Time management

Education

High School diploma

Investment Funds Canada IFC

Post-Secondary degree

Tools

MS Office (Word, Excel, Outlook)

Branch software

Internet

Job description

TD Canada Trust in Smiths Falls is seeking a Personal Banking Associate to welcome customers, open new accounts, provide investment guidance, and connect clients with the right TD specialists. You will handle day-to-day banking needs, educate customers on mobile and online banking, support branch operations, and ensure accurate documentation in line with TD policies.

The role emphasizes relationship building, proactive service, and a collaborative team environment within a modern community bank.