Personal Banking Advisor - Client Solutions & Service

TD Bank Group; Lethbridge; On-site; CAD 44,000 - 59,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate in Lethbridge, Alberta. You will engage customers, advise on banking solutions, and support branch operations to ensure a positive experience.

The role requires a high school diploma, 1+ year of relevant experience, proficiency with MS Office, and knowledge of branch software. IFC certification or equivalent within 90 days is preferred; post-secondary education is a plus.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC or equivalent – within 90 days of start date
• Post-Secondary or Undergraduate degree (in related field) preferred
• Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
• Knowledge of banking solutions and processes to advise customers
• A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
• A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner

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

Communication

Time management

Self-starter

Education

High School diploma

IFC Certification or equivalent

Post-Secondary degree preferred

Tools

MS Office Suite

Branch software

Internet

Job description

TD Canada Trust is seeking a Personal Banking Associate in Lethbridge, Alberta. You will engage customers, advise on banking solutions, and support branch operations to ensure a positive experience.

The role requires a high school diploma, 1+ year of relevant experience, proficiency with MS Office, and knowledge of branch software. IFC certification or equivalent within 90 days is preferred; post-secondary education is a plus.