Trusted Personal Banking Advisor

TD; Canada; On-site; CAD 45,000 - 61,000; Full time

Job summary

A prominent bank in Canada is seeking a Personal Banking Associate to facilitate customer relationships and guide them with their financial needs. This role requires engaging with customers to resolve inquiries regarding accounts, investments, and banking solutions. The ideal candidate should have customer service skills and a high school diploma, with a preference for those holding a post-secondary education. The position offers competitive compensation with growth opportunities in banking.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Post-Secondary or Undergraduate degree preferred.
• Proficiency in using MS Office (Word, Excel and Outlook).

Responsibilities

• Engage customers in day-to-day banking needs.
• Understand customer needs and guide them to appropriate solutions.
• Build customer confidence on digital banking trends.

Skills

Customer service skills

Communication skills

Time management

Proficiency in MS Office

Education

High School diploma

Post-Secondary degree preferred

IFC or equivalent (within 6 months)

Job description

A prominent bank in Canada is seeking a Personal Banking Associate to facilitate customer relationships and guide them with their financial needs. This role requires engaging with customers to resolve inquiries regarding accounts, investments, and banking solutions. The ideal candidate should have customer service skills and a high school diploma, with a preference for those holding a post-secondary education. The position offers competitive compensation with growth opportunities in banking.