Personal Banking Advisor - Customer Growth & Service

TD Bank Group; Edmonton; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Bank Group in Edmonton, Alberta, is hiring a Customer Service Representative to assist clients with day-to-day banking needs, explain products, and refer customers to the right partners for solutions. The role focuses on delivering a positive branch experience and leveraging TD's guidance to support customers.

The ideal candidate has a High School diploma or equivalent with 1+ years of relevant experience, strong communication, and ability to manage multiple tasks.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC certification or equivalent within 90 days.
• Post-secondary degree preferred.
• Proficiency with MS Office, branch software and internet.
• Knowledge of banking solutions to advise customers.
• Self-starter with strong administration, organizational and time management skills.
• Strong communication 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 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 compliant with regulations and TD's Code of Conduct and Ethics.
• Help build a positive and equitable work environment by promoting team effectiveness and sharing industry knowledge.

Skills

MS Office

Branch software

Time management

Communication skills

Customer service

Education

Post-secondary degree (related field)

Tools

Branch software

CRM system

Job description

TD Bank Group in Edmonton, Alberta, is hiring a Customer Service Representative to assist clients with day-to-day banking needs, explain products, and refer customers to the right partners for solutions. The role focuses on delivering a positive branch experience and leveraging TD's guidance to support customers.

The ideal candidate has a High School diploma or equivalent with 1+ years of relevant experience, strong communication, and ability to manage multiple tasks.