Personal Banking Associate

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

Job summary

TD Canada Trust is seeking a Personal Banking Associate at our Wetaskiwin branch to guide customers through accounts, investments, and banking solutions. You will refer queries to the appropriate staff to ensure efficient service and a positive customer experience.

Key responsibilities include handling day-to-day transactions, educating customers on online banking, and supporting frontline staff while maintaining compliance with TD policies and procedures.

Qualifications

• High School diploma and/or 1+ years of relevant experience
• IFC within 90 days of start date
• Post-Secondary or Undergraduate degree preferred
• Proficiency in using MS Office (Word, Excel and Outlook)
• Knowledge of banking solutions to advise customers
• Self-starter with strong administration and time management
• Strong communication skills with customers and teams

Responsibilities

• Engage customers in day-to-day banking needs, service transactions, and digital education
• Guide customers to the right contact for appropriate solutions while handling confidential information
• Educate customers on mobile, ATM, and online banking trends
• Support frontline staff with cash and non-cash transactions and resolve issues
• Suggest improvements to branch operations to enhance customer experience
• Ensure documentation is accurate and compliant with TDCode of Conduct and Regulations

Skills

Customer service

Financial advice

Communication skills

Time management

Education

High School diploma

Post-Secondary degree preferred

IFC within 90 days

Tools

MS Office

Job description

Work Location: Wetaskiwin, Alberta, CanadaHours: 37.5Line of Business: Personal & Commercial BankingPay Details: 43900 - 58,600 CADTD 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.

Job Description:

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, physica