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Description
:Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking aPersonal Banking Associatefor our branch office who can guide customers to the appropriate staff memberfor resolvingtheir financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?
In this role, a typical day may look like:
Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
Build customer confidenceonemerging digital banking trends by educating them on mobile, ATM, and online banking
Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Participate in the timely and accurate completion of business processes and procedures
Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics
Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives
Job Requirements:
High School diploma and/or 1+ years of relevant experience
Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months
Post-Secondary or Undergraduate degree (in related field) preferred
Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
Knowledge of banking solutions and processes to advise customers
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
Personal Banking Associate • Maple Ridge, British Columbia
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