Personal Banking Associate - Build Trusted Customer Relationships

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

Job summary

TD Canada Trust in Oyen, Alberta is seeking a Personal Banking Associate to help customers with new accounts, investments and banking solutions. You will guide customers to the appropriate staff and promote the bank’s services in a branch setting.

The role emphasizes building relationships, delivering clear information, and supporting frontline staff with routine transactions while maintaining accuracy and compliance with TD’s conduct and ethics.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC certification within 90 days of start date.
• Post-secondary degree in related field preferred.
• Proficiency with MS Office and branch software.
• Strong administration, organizational, and time management skills.

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

Banking knowledge

Time management

Communication

Education

High School diploma

IFC certification

Post-secondary degree

Tools

MS Office

Branch software

Job description

TD Canada Trust in Oyen, Alberta is seeking a Personal Banking Associate to help customers with new accounts, investments and banking solutions. You will guide customers to the appropriate staff and promote the bank’s services in a branch setting.

The role emphasizes building relationships, delivering clear information, and supporting frontline staff with routine transactions while maintaining accuracy and compliance with TD’s conduct and ethics.