Personal Banking Associate

Job Description

Personal Banking Associate | TD Bank

The Tone:
This is a part-time role at TD Bank, located in Charlesbourg, Quebec, Canada. TD Bank’s Canada Trust frontline strives to build deep and long-lasting relationships with customers. This role is crucial for engaging customers, resolving their financial queries, providing advice on services and products, and promoting digital banking, all while ensuring a positive experience.

The TL;DR
• Role: Part Time
• Type: Part-time (18.75h)
• Location: In-person Charlesbourg, Quebec, Canada
• Pay: $23.37 – $31.20 CAD hourly
• Team: Personal & Commercial Banking
• Mission: Guide customers to appropriate staff members for resolving their financial queries and banking needs, including new accounts, investment advice, and banking solutions.
• Tech Stack: MS Office (Word, Excel, Outlook), branch software, internet, mobile, ATM, online banking

What You’ll Actually Do
• Customer Engagement: Engage customers by providing advice, handling service transactions, and resolving problems related to banking solutions.
• Customer Guidance: Assess customer needs and direct them to the appropriate contact for solutions, handling sensitive information with discretion.
• Digital Empowerment: Educate customers on mobile, ATM, and online banking to build their confidence in digital financial tools.
• Branch Operations: Provide support to frontline staff with cash and non-cash transactions, addressing critical issues and escalating non-standard matters.
• Process Improvement: Recommend enhancements to branch practices, operations, and procedures to optimize customer experience and operational efficiency.

The Must-Haves
• Background: Entry-Level. High School diploma.
• Experience: 1+ years of relevant experience. Attain Investment Funds Canada (IFC) or equivalent within 90 days of start. Successful CIRO licensing registration is required and subject to background screening, with any prior credit delinquencies fully resolved for at least six months.
• Skills: Proficiency in MS Office (Word, Excel, Outlook), branch software, and internet usage; strong administration, organizational, planning, and time management skills; effective verbal and written communication; established customer experience skills.
• Bonus: Post-Secondary or Undergraduate degree in a related field is preferred.