Personal Banking Advisor: Build Trusted Customer Relationships

TD

Revelstoke

On-site

CAD 44,000 - 59,000

Full time

10 days ago
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Job summary

TD Canada Trust is seeking a Personal Banking Associate at our Revelstoke branch to help customers with everyday banking needs, new accounts, and investment guidance. You will connect customers to the right team and promote TD solutions while maintaining a positive, respectful service experience.

Your day involves handling transactions, educating clients on digital banking tools, and collaborating with frontline staff to deliver accurate, compliant service that aligns with TD's standards and

Qualifications

  • High School diploma or equivalent; 1+ years of relevant experience preferred.
  • Post-secondary degree preferred where applicable.
  • Proficiency in MS Office and branch software; ability to navigate internet tools.

Responsibilities

  • Engage customers in day-to-day advisory needs and service transactions.
  • Guide customers to the right contact for banking solutions.
  • Educate customers on mobile, ATM, and online banking trends.
  • Support frontline staff with cash and non-cash transactions.
  • Suggest improvements to branch operations to enhance customer experience.
  • Ensure documentation is accurate and compliant with regulations.

Skills

Customer service
Communication
Time management
Organizational skills

Education

High School diploma
Post-Secondary degree preferred
Post-secondary degree preferred

Tools

MS Office
Branch software
Internet

Job description

TD Canada Trust is seeking a Personal Banking Associate at our Revelstoke branch to help customers with everyday banking needs, new accounts, and investment guidance. You will connect customers to the right team and promote TD solutions while maintaining a positive, respectful service experience.

Your day involves handling transactions, educating clients on digital banking tools, and collaborating with frontline staff to deliver accurate, compliant service that aligns with TD's standards and

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