Personal Banking Specialist

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

Job summary

TD Canada Trust in Woodstock, Ontario, is hiring a Personal Banking Associate to engage customers, handle banking transactions, and refer complex needs to the right staff. The role emphasizes building relationships, providing financial guidance, and promoting digital banking tools.

You will support frontline colleagues, handle day-to-day operations, and ensure compliance with TD's policies. A High School diploma with 1+ years of experience is typical, IFC within 90 days, and a preference for

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC certification required within 90 days of start date.
• Post-secondary degree preferred.
• Proficiency in MS Office and branch software.
• Strong communication and ability to work independently.

Responsibilities

• Engage customers with day-to-day advice needs and banking transactions.
• Guide customers to appropriate staff for complex needs.
• Educate customers on digital banking tools and solutions.
• Support frontline staff with cash and non-cash transactions.
• Ensure documents reflect business intentions and comply with regulations.
• Promote a positive and equitable work environment.

Skills

Communication skills

Customer service mindset

Self-starter

Organizational skills

Time management

Education

High School diploma

IFC certification within 90 days

Post-secondary degree preferred

Tools

MS Office (Word, Excel, Outlook)

Branch software

Internet

Job description

TD Canada Trust in Woodstock, Ontario, is hiring a Personal Banking Associate to engage customers, handle banking transactions, and refer complex needs to the right staff. The role emphasizes building relationships, providing financial guidance, and promoting digital banking tools.

You will support frontline colleagues, handle day-to-day operations, and ensure compliance with TD's policies. A High School diploma with 1+ years of experience is typical, IFC within 90 days, and a preference for