Job Title: Personal Banking Associate
We are seeking a highly motivated and customer-focused Personal Banking Associate to join our team at TD Canada Trust. As a Personal Banking Associate, you will be responsible for establishing, building, and maintaining impactful relationships with our customers.
You will provide exceptional customer service by guiding customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice, and banking solutions.
Key Responsibilities:
* 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.
Requirements:
* 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.