Personal Banking Advisor: Build Relationships & Solutions

TD Bank

Victoria

On-site

CAD 46,000 - 61,000

Full time

4 days ago
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Job summary

TD Canada Trust, Victoria branch, is seeking a Personal Banking Associate to engage customers, guide them to the right staff, and handle routine transactions. You will promote TD banking solutions and support frontline staff while maintaining high standards of service.

The role requires a high school diploma or equivalent, and 1+ years of relevant experience is preferred. Proficiency with MS Office and branch software is expected, with licensing where applicable.

Qualifications

  • High school diploma or equivalent required; 1+ years of relevant experience preferred
  • Experience with banking products and services is helpful
  • Strong communication and interpersonal skills are essential
  • Proficiency with MS Office and branch systems is expected

Responsibilities

  • Engage customers with banking needs and guide to appropriate staff
  • Process day-to-day banking transactions accurately
  • Educate customers on mobile, online, and ATM banking
  • Support frontline staff with cash and non-cash transactions
  • Promote TD products and solutions to reference to specialists
  • Ensure documentation aligns with regulatory requirements and TD's Code of Conduct

Skills

MS Office
Word
Excel
Outlook
Customer service
Communication
Time management
Problem solving

Education

High School diploma
Post-secondary degree preferred

Tools

Branch software
CRM software

Job description

TD Canada Trust, Victoria branch, is seeking a Personal Banking Associate to engage customers, guide them to the right staff, and handle routine transactions. You will promote TD banking solutions and support frontline staff while maintaining high standards of service.

The role requires a high school diploma or equivalent, and 1+ years of relevant experience is preferred. Proficiency with MS Office and branch software is expected, with licensing where applicable.

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