Relationship Banking Specialist

TD; Oshawa; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust’s Oshawa branch is hiring a Personal Banking Associate to help customers with everyday financial needs, new accounts, investment guidance and banking solutions. You’ll refer complex queries to the right staff while delivering a positive customer experience in a busy retail environment.

Applicants should have a high school diploma (or equivalent) with 1+ years of relevant experience; proficiency in MS Office and branch software; and a proactive, communicative approach to problem

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC or equivalent - within 90 days of start date.
• Post-Secondary or Undergraduate degree (in related field) preferred.
• Proficiency in MS Office (Word, Excel and Outlook), branch software and internet.
• Knowledge of banking solutions and processes to advise customers.
• 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.

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.

Education

High School diploma or equivalent

Post-Secondary or Undergraduate degree (preferred)

Strong communication skills

Customer service orientation

Time management and organization

Self-starter, independent

Ability to handle multiple tasks

Tools

MS Office (Word, Excel, Outlook)

Branch software

Internet proficiency

Job description

TD Canada Trust’s Oshawa branch is hiring a Personal Banking Associate to help customers with everyday financial needs, new accounts, investment guidance and banking solutions. You’ll refer complex queries to the right staff while delivering a positive customer experience in a busy retail environment.

Applicants should have a high school diploma (or equivalent) with 1+ years of relevant experience; proficiency in MS Office and branch software; and a proactive, communicative approach to problem