Assoc., Services bancaires personnels
Location : Camrose, Alberta, Canada
Hours : 37.5 hour week
Salary : $43,900 - $58,600 CAD
Sector : Services bancaires personnels et commerciaux
Department Overview : At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long‑lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal bank partner, while ensuring a positive customer experience.
Job 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 a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions.
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 confidence on emerging 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 experienceInvestment Funds Canada (IFC) or equivalent – post‑appointment within 6 monthsPost‑Secondary or Undergraduate degree (in related field) preferredProficiency in using MS Office (Word, Excel and Outlook), branch software and internetKnowledge of banking solutions and processes to advise customersA self‑starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skillsA dynamic, diligent, and effective influencer with can‑do attitude to exercise initiative and handle several tasks and changing prioritiesA 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#J-18808-Ljbffr