Personal Banking Associate
Role Overview
The Personal Banking Associate supports customers with banking transactions, advice needs, digital education, and problem resolution.
The role helps customers find appropriate banking staff and solutions, including for new accounts, investment advice, and banking needs.
Key Skills for This Role
Full Job Posting
Work location and hours
- Work location: Lethbridge, Alberta, Canada.
- The role is based at a branch office.
- Hours: 37.5.
Role overview
The Personal Banking Associate supports customers with banking transactions, advice needs, digital education, and problem resolution.
The role helps customers find appropriate banking staff and solutions, including for new accounts, investment advice, and banking needs.
Responsibilities
- Engage customers on advice needs, service transactions, digital education, and banking-related problem resolution.
- Understand customer needs, guide them to appropriate solutions, and exercise good judgment with confidential matters.
- Educate customers about mobile, ATM, and online banking.
- Support frontline cash and non-cash transactions, resolve critical issues, and report non-standard matters to management.
- Recommend improvements to branch work practices and processes; complete business procedures accurately and on time.
- Ensure documentation is accurate and compliant with relevant regulations and TD's Code of Conduct and Ethics.
- Support team effectiveness and a positive, equitable work environment through personal development and sharing industry knowledge.
Requirements
- High school diploma and/or at least one year of relevant experience.
- Investment Funds Canada (IFC) or equivalent credential required within 90 days of starting.
- A related post-secondary or undergraduate degree is preferred.
- Proficiency with MS Office (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 ability to manage changing priorities.
- Strong customer experience and verbal and written communication skills.
Department and company
TD Canada Trust's branch team builds customer relationships through service transactions, information, and advice on products and solutions.
The department identifies customer needs and opportunities to promote services or refer customers to the appropriate internal team member.
Pay details
- The description lists base pay of CAD 43,900–58,600; no pay cadence is specified.
- Actual base pay may vary with skills, experience, job-related knowledge, location, and business needs.
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