Personal Banking Advisor: Grow Relationships & Solutions

TD; Delson; Sur place; CAD 46 000 - 61 000; Plein temps

Résumé du poste

TD Canada Trust is seeking a Personal Banking Associate for our Delson branch to guide customers to the right staff for resolving financial queries and banking needs, including new accounts and investment advice. You will support daily operations and help customers navigate TD banking solutions.

The role emphasizes building relationships, promoting digital banking tools, and delivering a positive customer experience in a frontline setting.

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 preferred.
• Proficiency in MS Office (Word, Excel and Outlook), branch software and internet.
• Knowledge of banking solutions to advise customers.

Responsabilités

• 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 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 timely and accurate completion of business processes and procedures.
• Ensure prepared documentation is accurate, reflects business intentions, and aligns with regulations and TD's Code of Conduct and Ethics.
• Help build a positive and equitable work environment by promoting team effectiveness and knowledge sharing.

Connaissances

MS Office proficiency

Banking knowledge

Customer service

Strong communication

Time management

Formation

Post-secondary degree preferred

IFC certification within 90 days

Outils

MS Office Suite

Branch software

Internet

Description du poste

TD Canada Trust is seeking a Personal Banking Associate for our Delson branch to guide customers to the right staff for resolving financial queries and banking needs, including new accounts and investment advice. You will support daily operations and help customers navigate TD banking solutions.

The role emphasizes building relationships, promoting digital banking tools, and delivering a positive customer experience in a frontline setting.