The Personal Banking Associate at TD Canada Trust focuses on building strong, lasting customer relationships by assisting with diverse financial needs, including new accounts, investment advice, and general banking solutions. This role involves engaging customers daily with advice, service transactions, digital literacy, and resolving issues, while proactively identifying opportunities to offer products and services and ensuring a positive customer experience.
Engage customers with daily advice needs, service transactions, digital education, and problem resolution related to banking solutions.,Understand customer needs and direct them to the appropriate contact for solutions, demonstrating good judgment in confidential matters.,Identify opportunities to promote products and services and refer customers to relevant internal partners or team members.,Maintain a positive customer experience.,Provide support to frontline staff for scheduled cash and non-cash transactions.,Resolve critical issues and escalate non-standard matters to management.,Propose improvements to work practices, branch operations, and processes to enhance customer experience and operational excellence.,Ensure timely and accurate completion of business processes and procedures.,Verify that prepared documentation is accurate, aligns with business intentions, and complies with relevant regulations and TD's Code of Conduct and Ethics.
Ability to establish, build, and maintain impactful customer relationships.,Passion for assisting customers with their financial needs.,Dynamic, diligent, and effective influencer with initiative, capable of managing multiple tasks and shifting priorities.,Strong communication skills (verbal and written) and proven customer experience abilities to connect effectively with customers and teams.
18.75 hours/week
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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