Personal Banking Associate - rue Peel & Ottawa (Full Time)
Description
The Personal Banking Associate at TD Canada Trust is a front-line role focused on building strong client relationships. Responsibilities include handling customer service operations, providing information and advice on banking products and solutions, understanding client needs, and directing them to appropriate specialists for financial requests like new accounts and investment advice. The role also involves promoting digital banking options and contributing to a positive customer experience and operational excellence.
What We're Looking For
Engage clients on advice needs, routine banking, digital services, and problem resolution.,Understand client needs and direct them to appropriate personnel for financial solutions, including new accounts and investment advice, exercising good judgment for confidential matters.,Instill confidence in clients regarding new digital banking trends, promoting mobile banking, ATMs, and online services.,Support front-line staff with planned transactions (cash and non-cash), resolve major issues, and report exceptions to management.,Recommend improvements to branch work practices, operations, and processes to enhance client experience and achieve operational excellence.,Participate in the accurate and timely use of business processes and procedures.,Ensure prepared documents are accurate, reflect business intentions, and comply with relevant regulations and TD Code of Conduct and Professional Ethics.,Contribute to a positive and equitable work environment by promoting team effectiveness, participating in individual performance and development, and sharing industry knowledge to achieve a common goal.
Ideal Candidate
High School Diploma,At least one year of relevant experience,Investment Funds in Canada (IFIC) course or equivalent (to be completed within 6 months of appointment),Post-secondary diploma or undergraduate university degree (in a related field) – an asset
Minimum Education
High School Diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
About the Company
The Toronto-Dominion Bank
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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