Personal Banking Associate

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

Job summary

TD Bank Oshawa, Ontario is seeking a Personal Banking Associate to assist customers with day-to-day advisory needs, service transactions, and guidance to the right staff for new accounts, investments, and banking solutions.

We value a proactive, customer-focused approach, strong communication, and the ability to work independently in a dynamic branch setting. Banking experience and IFC proficiency are beneficial alongside MS Office skills.

Qualifications

• High school diploma or equivalent required.
• IFC certification or equivalent within 90 days.
• Post-secondary degree preferred.
• Proficiency with MS Office and branch software.
• Knowledge of banking solutions to advise customers.

Responsibilities

• Engage customers with day-to-day advisory needs and service transactions.
• Guide customers to the right staff for new accounts and investments.
• Educate customers on digital banking and security.
• Support branch operations and ensure accurate documentation.
• Promote TD's products and services to meet customer needs.

Skills

Customer service

Communication skills

Time management

Independent worker

Education

High School diploma

Post-secondary degree preferred

Investment Funds Canada (IFC) within 90 days

Tools

MS Office

Branch software

Internet

Job description

Work Location:

Oshawa, Ontario, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$45,700 - $61,000 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?

In this role, a typical day may look like:

• 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

Job Requirements:

• High School diploma and/or 1+ years of relevant experience


• Investment Funds Canada (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 dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities


• 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

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical