Personal Banking Associate

Role overview

Responsibilities

• Welcome customers, discuss their needs, provide banking advice, and guide them to digital or self-service options.
• Complete transactions and discuss everyday banking plans, credit cards, and relevant promotions.
• Identify referral opportunities and collaborate with branch partners and specialists.
• Support branch operations, applications, inventory, escalated service requests, filing, and opening and closing activities.
• Contribute to branch results and ongoing improvements to customer experience.
• Maintain accurate records and follow risk, privacy, legal, regulatory, and compliance requirements.
• Identify and report suspicious activity that may be related to money laundering.
• Maintain current knowledge of banking products, practices, trends, and the regulatory environment.
• Work schedules and branch assignments may vary based on market needs.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in a related field, or an equivalent combination of education and experience; certification is described as desirable.
• Some experience in consultative customer service or sales and basic knowledge of specialized sales and business banking solutions.
• For Canada, investment-product registration must be completed or in progress as appropriate; required registration must be completed within 12 months.
• Confident use of social media, tablets, smartphones, online tools, and applications.
• Good communication, organization, collaboration, interpersonal, analytical, and problem-solving skills.
• Able to work in a consultative, team-based environment and approach customers confidently.

Compensation

• The stated salary range is $35,500–$65,000; the posting identifies the pay type as salaried.
• Compensation may vary by location, skills, experience, education, and qualifications; part-time salaries are prorated and some roles may include commission or incentives.

Benefits

• Benefits may include health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, incentives, bonuses, and other rewards.