The Personal Banking Associate at TD Canada Trust is a frontline role focused on building customer relationships. Responsibilities include assisting customers with daily banking needs, service transactions, and digital education, as well as resolving financial queries. The role involves guiding customers to appropriate solutions, supporting staff with cash and non-cash transactions, identifying opportunities to promote products, and contributing to process improvements to enhance customer experience. This position emphasizes active customer engagement and maintaining a positive work environment.
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.
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.
High School diploma (Post-Secondary or Undergraduate degree preferred)
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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