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indeed

Personal Banking Associate

TD
Winnipeg, CAN
Full-time
Onsite
Discovered 2 days ago
Customer serviceBanking solutions and processesDigital banking educationMicrosoft Office (Word, Excel, Outlook)Branch softwareInvestment Funds Canada (IFC) or equivalent

Full Job Posting

Role overview

The role serves customers at a TD Canada Trust branch, providing service, information, and advice on products and banking solutions.

The stated pay range is $43,900–$58,600 CAD; the description does not specify a pay cadence.

The listed work location is Winnipeg, Manitoba, and the stated work week is 37.5 hours.

Responsibilities

  • Help customers with advice needs, service transactions, digital education, and banking-related problem resolution.
  • Identify customer needs, guide them to appropriate staff or solutions, and handle confidential matters with good judgment.
  • Teach customers how to use 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; complete business procedures accurately and on time.
  • Ensure documentation reflects business intentions and complies with regulations and the bank's code of conduct.
  • Contribute to team effectiveness, personal development, and sharing industry knowledge.

Requirements

  • High school diploma and/or at least 1 year of relevant experience.
  • IFC or equivalent required within 90 days of starting.
  • Related post-secondary or undergraduate degree preferred.
  • Proficiency with MS Office, branch software, and the internet.
  • Banking solutions and process knowledge; strong administration, organization, planning, and time-management skills.
  • Strong written and verbal communication and customer experience skills.

Licensing

  • For roles requiring mutual fund licensing, applicable CIRO registration requirements must be met.
  • Licensing registration is subject to background screening, including criminal and credit checks; prior credit delinquencies must have been resolved for at least six months before licensing.

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