Personal Banking Associate
Role Overview
Frontline branch role serving existing and prospective TD Canada Trust customers with service transactions, information, and advice on banking products and solutions.
Helps customers with financial queries and directs them to appropriate staff for needs including new accounts, investment advice, and banking solutions.
Key Skills for This Role
Full Job Posting
Role overview
Frontline branch role serving existing and prospective TD Canada Trust customers with service transactions, information, and advice on banking products and solutions.
Helps customers with financial queries and directs them to appropriate staff for needs including new accounts, investment advice, and banking solutions.
Responsibilities
- Engage customers on day-to-day advice needs, service transactions, digital education, and banking-related problem resolution.
- Understand customer needs and guide them to appropriate contacts, using judgment with confidential matters.
- Educate customers about 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; ensure documentation is accurate and compliant.
- Promote team effectiveness, personal development, and sharing industry knowledge.
- Identify opportunities to promote products and services and refer customers to appropriate staff or internal partners.
Job requirements
- High school diploma and/or at least one year of relevant experience.
- Investment Funds Canada (IFC) or equivalent certification within 90 days of starting.
- Proficiency with Microsoft Word, Excel, Outlook, branch software, and the internet.
- Knowledge of banking solutions and processes to advise customers.
- Strong administration, organization, planning, time-management, initiative, and prioritization skills.
- Strong customer experience and written and verbal communication skills.
Preferred qualification
- A post-secondary or undergraduate degree in a related field is preferred.
Workplace and hours
- Work is based at a TD branch office in Kelowna, British Columbia.
- The stated work week is 37.5 hours.
Pay details
- The stated base pay range is $45,700–$61,000 CAD; the posting does not specify a pay cadence.
Licensing conditions
For roles requiring mutual fund licensing, applicable CIRO registration requirements must be met.
Licensing registration is subject to successful background screening, including criminal and credit checks; prior credit delinquencies must be resolved for at least six months before licensing.
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