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Full-Time
On-Site

Personal Banking Associate

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Description

The Personal Banking Associate at TD Canada Trust is responsible for building and maintaining customer relationships by assisting with financial needs, providing information and advice on products and services, and resolving customer queries. This role involves guiding customers to appropriate staff members for specialized solutions, educating them on digital banking trends, and supporting frontline staff with transactions. The associate is also expected to contribute to improving work practices, ensuring operational excellence, and promoting a positive work environment.

What We're Looking For

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 them to the right contact person for appropriate solutions while exercising good judgment in confidential matters.,Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking.,Support 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.

Ideal Candidate

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.,A dynamic, diligent, and effective influencer with a can-do attitude.,A strong communicator with established customer experience skills.

Minimum Education

High School diploma, Post-Secondary or Undergraduate degree (preferred)

Hard Skills

MS Office (Word
Excel
Outlook)
branch software
internet
banking solutions
banking processes
Investment Funds Canada (IFC)

Soft Skills

Customer service
relationship building
communication
problem-solving
judgement
self-starter
independent work
administration
organizational
planning
time management
influencing
diligence
teamwork
initiative
adaptability
customer experience

Work Hours

37.5 hours/week

Benefits

Health and well-being benefits
savings and retirement programs
paid time off
banking benefits and discounts
career development
reward and recognition programs

Special Commitments

Investment Funds Canada (IFC) or equivalent certification required post-appointment within 6 months.,Subject to provincial regulation for employment purposes.

About the Company

T

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.

Inclusive
Community-focused
Professional
Growth-oriented
Caring
View all jobs at The Toronto-Dominion Bank

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