Personal Banking Associate: Customer-Centric Financial Advice

TD; Hanna; On-site; CAD 43,900 - 58,600; Full time

Benefits offered by this job

Health and well-being benefits

Career development opportunities

Paid time off

Banking benefits and discounts

Job summary

A leading financial institution in Alberta is seeking a Personal Banking Associate to engage customers in service transactions and financial advice. The ideal candidate will have a High School diploma and relevant experience, alongside strong customer service, communication, and organizational skills. You will play a key role in supporting customers' banking needs and educating them on digital banking solutions, contributing to a positive client experience. This position offers opportunities for personal growth and development.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months.
• Proficiency in using MS Office, branch software and internet.

Responsibilities

• Engage customers in day-to-day advice needs and service transactions.
• Understand customer needs and guide customers to the right contact person.
• Build customer confidence on emerging digital banking trends.

Skills

Customer service skills

Communication skills

Organizational skills

Problem-solving

Self-starter attitude

Education

High School diploma

Post-Secondary or Undergraduate degree

Tools

MS Office (Word, Excel, Outlook)

Job description

A leading financial institution in Alberta is seeking a Personal Banking Associate to engage customers in service transactions and financial advice. The ideal candidate will have a High School diploma and relevant experience, alongside strong customer service, communication, and organizational skills. You will play a key role in supporting customers' banking needs and educating them on digital banking solutions, contributing to a positive client experience. This position offers opportunities for personal growth and development.