Personal Banking Associate
Role Overview
The Personal Banking Associate supports branch customers with financial queries and banking needs, including new accounts, investment advice, and banking solutions.
The role provides customer service transactions, information, and advice to existing and prospective customers.
Key Skills for This Role
Full Job Posting
Role overview
The Personal Banking Associate supports branch customers with financial queries and banking needs, including new accounts, investment advice, and banking solutions.
The role provides customer service transactions, information, and advice to existing and prospective customers.
Responsibilities
- Engage customers in advice needs, service transactions, digital education, and banking-solution problem resolution.
- Guide customers to appropriate contacts and solutions, using judgment with confidential matters.
- Educate customers on mobile, ATM, and online banking.
- Support cash and non-cash transactions, resolve critical issues, and escalate non-standard matters.
- Recommend improvements to branch practices, operations, and processes.
- Complete business processes accurately and on time; ensure documentation complies with regulations and TD's Code of Conduct and Ethics.
- Support team effectiveness, personal development, and knowledge sharing.
Requirements
- High school diploma and/or at least 1 year of relevant experience.
- IFC or equivalent certification required within 90 days of starting.
- Proficiency with MS Office, branch software, and the internet; knowledge of banking solutions and processes.
- Strong administration, organization, planning, time management, customer experience, and communication skills.
- A related post-secondary or undergraduate degree is preferred.
Work location and hours
- The role is based at a branch office in Langley, British Columbia.
- The listed work hours are 37.5.
Pay
- The stated base pay range is CAD $45,700–$61,000; no compensation cadence is specified.
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