Personal Banking Advisor: Build Trust & Solve Banking Needs

TD; Town of Woodstock; On-site; CAD 44,000 - 59,000; Full time

Job summary

TD Canada Trust in Woodstock, NB is seeking a Personal Banking Associate to guide customers through new accounts, investment advice and banking solutions while delivering a high level of service.

You will engage customers with day-to-day transactions, educate them on digital banking, and refer complex queries to the right staff. A strong communicator with customer experience skills is essential.

Qualifications

• Experience in customer service settings is preferred.
• Licensing or regulatory requirements may apply for certain duties.

Responsibilities

• Engage customers in day-to-day banking needs, transactions, and digital education.
• Assist customers with new accounts, investment guidance, and banking solutions and refer complex queries to the right staff.

Job description

TD Canada Trust in Woodstock, NB is seeking a Personal Banking Associate to guide customers through new accounts, investment advice and banking solutions while delivering a high level of service.

You will engage customers with day-to-day transactions, educate them on digital banking, and refer complex queries to the right staff. A strong communicator with customer experience skills is essential.