Trusted Personal Banking Advisor

TD Bank Group; Calgary; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Bank Group in Calgary is seeking a Personal Banking Associate to help customers with day-to-day banking needs, from new accounts to basic advisory services. You will guide customers to the right staff while promoting TD's digital tools and services.

The role emphasizes frontline service, accuracy in transactions, and compliance with TD's Code of Conduct. A high school diploma and familiarity with MS Office are required.

Qualifications

• High School diploma or equivalent required.
• IFC certification or equivalent within 90 days of start date.
• Proficiency in MS Office and branch software; strong communication skills.

Responsibilities

• Engage customers in day-to-day banking needs and transactions.
• Guide customers to appropriate staff for solutions and referrals.
• Educate customers on mobile, ATM, and online banking services.
• Support frontline staff with transactions and resolve issues.
• Ensure documentation aligns with TD's policies and regulatory requirements.
• Promote a positive, equitable work environment.

Skills

Customer service

Communication skills

MS Office

Time management

Problem solving

Education

High School diploma

IFC certification within 90 days

Tools

Branch software

MS Excel

Outlook

Job description

TD Bank Group in Calgary is seeking a Personal Banking Associate to help customers with day-to-day banking needs, from new accounts to basic advisory services. You will guide customers to the right staff while promoting TD's digital tools and services.

The role emphasizes frontline service, accuracy in transactions, and compliance with TD's Code of Conduct. A high school diploma and familiarity with MS Office are required.