Personal Banking Associate - Customer-Focused Banking Pro

TD Bank Group; Kelowna; Hybrid; CAD 46,000 - 61,000; Full time

Job summary

TD Bank Group via TD Canada Trust in Kelowna seeks a Personal Banking Associate to build lasting customer relationships, guide clients to the right solutions, and promote TD products. The role emphasizes service excellence and accurate handling of banking needs in a fast-paced branch environment.

The ideal candidate communicates effectively, manages multiple tasks, and supports daily branch operations while upholding TD's customer-first standards.

Qualifications

• High School diploma or equivalent; 1+ years of relevant experience preferred.
• IFC (Investment Funds Canada) or equivalent within 90 days of start date.
• Post-secondary degree in a related field is preferred.
• Proficiency in MS Office (Word, Excel, Outlook) and branch software.

Responsibilities

• Engage customers in day-to-day banking needs and provide service transactions.
• Refer customers to the appropriate staff for complex queries and solutions.
• Educate customers on digital banking options (mobile, online, ATM).
• Support frontline staff with cash and non-cash transactions and resolve issues.
• Promote TD products and services to enhance customer relationships and branch goals.

Skills

Customer service

Communication

Time management

Banking knowledge

Education

High School Diploma

Post-Secondary degree preferred

IFC certification within 90 days

Tools

MS Office

Branch software

Job description

TD Bank Group via TD Canada Trust in Kelowna seeks a Personal Banking Associate to build lasting customer relationships, guide clients to the right solutions, and promote TD products. The role emphasizes service excellence and accurate handling of banking needs in a fast-paced branch environment.

The ideal candidate communicates effectively, manages multiple tasks, and supports daily branch operations while upholding TD's customer-first standards.