Personal Banking Associate
Role Overview
Work in a TD Canada Trust branch, helping existing and prospective customers with service transactions, information, advice, and banking solutions.
Guide customers to appropriate staff for financial queries and needs, including accounts, investment advice, and banking solutions.
Key Skills for This Role
Full Job Posting
Role overview
Work in a TD Canada Trust branch, helping existing and prospective customers with service transactions, information, advice, and banking solutions.
Guide customers to appropriate staff for financial queries and needs, including accounts, investment advice, and banking solutions.
Responsibilities
- Handle day-to-day advice needs, service transactions, digital education, and banking-solution problems.
- Understand customer needs and connect customers with appropriate contacts and solutions, using sound judgment with confidential matters.
- Educate customers on mobile, ATM, and online banking.
- Support frontline staff with cash and non-cash transactions, resolve critical issues, and report non-standard matters to management.
- Recommend improvements to branch practices, operations, and processes.
- Complete business processes accurately and on time.
- Maintain accurate documentation consistent with business intentions, regulations, and TD’s Code of Conduct and Ethics.
- Support team effectiveness, personal development, and knowledge sharing.
Job requirements
- High-school diploma and/or at least one year of relevant experience.
- Obtain IFC or equivalent within 90 days of starting.
- Proficiency with Microsoft Word, Excel, Outlook, branch software, and the internet.
- Knowledge of banking solutions and processes.
- Strong administration, organization, planning, time management, initiative, and prioritization skills.
- Strong verbal and written communication and customer-experience skills.
Preferred qualification
- Post-secondary education or an undergraduate degree in a related field is preferred.
Work location and hours
- Branch-office position in Barrie, Ontario.
- The listed work schedule is 18.75 hours.
Pay details
- Listed pay range is $23.37–$31.20 CAD; no pay cadence is specified.
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