Personal Banking Associate
Role Overview
Supports customers at a TD Canada Trust branch with banking transactions, advice, products, and solutions.
Guides customers to appropriate staff for needs such as new accounts, investment advice, and banking solutions.
Key Skills for This Role
Full Job Posting
Role overview
Supports customers at a TD Canada Trust branch with banking transactions, advice, products, and solutions.
Guides customers to appropriate staff for needs such as new accounts, investment advice, and banking solutions.
Responsibilities
- Support customers with everyday advice, service transactions, digital education, and banking problem resolution.
- Identify customer needs and direct them to appropriate contacts while exercising judgment with confidential matters.
- Educate customers on mobile, ATM, and online banking.
- Support scheduled cash and non-cash transactions, resolve critical issues, and escalate non-standard matters.
- Recommend improvements to branch practices and processes and complete business procedures accurately and on time.
- Maintain accurate, compliant documentation and contribute to team effectiveness and knowledge sharing.
Requirements
- High school diploma and/or at least 1 year of relevant experience.
- IFC or equivalent required within 90 days of starting.
- Proficiency with MS Office (Word, Excel, Outlook), branch software, and the internet.
- Knowledge of banking solutions and processes; strong administrative, organizational, planning, and time-management skills.
- Initiative, adaptability, and ability to manage multiple tasks and changing priorities.
- Effective, courteous verbal and written communication and customer experience skills.
- A related post-secondary or undergraduate degree is preferred.
Work location
- Work location is a branch office in Sault Ste. Marie, Ontario.
Pay
- The stated base pay range is CAD $43,900–$58,600; no pay cadence is specified.
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