Personal Banking Associate

2 weeks ago

Winnipeg, Canada TD Bank Full time

**Work Location**:
Winnipeg, Manitoba, Canada

**Hours**:
37.5

**Line of Business**:
Personal & Commercial Banking

**Pay Details**:
$42,000 - $55,900 CAD

Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

**Job Description**:
Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?

In this role, a typical day may look like:

- 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

Job 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

**Who We Are**:
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

**Additional Information**:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleague

  • Personal Banking Associate

    7 days ago

    Winnipeg, Canada TD Bank Full time

    **Work Location**: Winnipeg, Manitoba, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: $42,000 - $55,900 CAD **KEY ACCOUNTABILITIES** **Department Overview**: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad...

  • Personal Banking Associate

    4 months ago

    Winnipeg, Canada BMO Financial Group Full time

    1565 Regent Ave, Unit 12 Winnipeg Manitoba,R2C 3B3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    6 months ago

    Winnipeg, Canada BMO Financial Group Full time

    201 Portage Ave Winnipeg Manitoba,R3B 3K6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    6 months ago

    Winnipeg, Canada BMO Financial Group Full time

    1596 Ness Avenue, Unit A Winnipeg Manitoba,R3J 3W6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    6 months ago

    Winnipeg, Canada BMO Financial Group Full time

    1083 McPhillips Street Winnipeg Manitoba,R2X 2K8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    6 months ago

    Winnipeg, Canada BMO Financial Group Full time

    1510 St Mary's Rd, Unit A Winnipeg Manitoba,R2M 3V7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    6 months ago

    Winnipeg, Canada BMO Financial Group Full time

    751 Sterling Lyon Parkway Winnipeg Manitoba,R3P 2S8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    6 months ago

    Winnipeg, Canada BMO Financial Group Full time

    1188 Pembina Highway Winnipeg Manitoba,R3T 2A6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    6 months ago

    Winnipeg, Canada BMO Financial Group Full time

    751 Sterling Lyon Parkway Winnipeg Manitoba,R3P 2S8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    6 months ago

    Winnipeg, Canada BMO Financial Group Full time

    30 Lakewood Boulevard Winnipeg Manitoba,R2J 2M8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    6 months ago

    Winnipeg, Canada BMO Financial Group Full time

    30 Lakewood Boulevard Winnipeg Manitoba,R2J 2M8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    1 month ago

    Winnipeg, Canada BMO Financial Group Full time

    201 Portage Avenue Winnipeg Manitoba,R3B 3K6 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Business Banking Associate

    6 months ago

    Winnipeg, Canada TD Bank Full time

    **Business Banking Associate**: - 433483BR **Job Category - Primary** - Commercial Banking **Work Location** - 360 Main Street (Winnipeg) **Employment Type** - Regular **City** - Winnipeg **Time Type** - Full Time **Province/State** - Manitoba **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** - TD Commercial...

  • Personal Banking Consultant

    4 weeks ago

    Winnipeg, Manitoba, Canada BMO Full time

    BMO Financial Group is a leading financial institution committed to delivering exceptional service to its customers. We are seeking a highly skilled Personal Banking Consultant to join our team.About the RoleThis role requires a consultative approach, working with customers to understand their banking needs and provide tailored solutions. The ideal candidate...

  • Customer Experience Associate

    1 month ago

    Winnipeg, Manitoba, Canada The Toronto-Dominion Bank (Canada) Full time

    We are seeking an experienced Customer Experience Associate to join our team at The Toronto-Dominion Bank (Canada). This role offers a unique opportunity to deliver exceptional customer experiences and build long-lasting relationships.About the RoleThis is a key position that requires a high level of professionalism, attention to detail, and excellent...

  • Associate Manager, Banking Operations

    6 months ago

    Winnipeg, Canada Canada Life Full time

    Job Description We are looking for an Associate Manager, Financial Operations, Banking . The Associate Manager, Financial Operations, Banking is responsible for the overall day-to-day operations of the Treasury unit for Canada Life and its subsidiaries. What you will do Responsible for all daily cash transactions for Canada Life and its...

  • Banking Services Associate

    6 months ago

    Winnipeg, Canada National Bank of Canada Full time

    This is a hybrid position reporting to the Manager of Client Services, Private Banking 1859._ **Your job**: - Support the Senior Private Banker in delivering services and ensuring administrative follow-up. - Ensure client satisfaction and loyalty by developing personalized, trust-based relationships. - Optimize interactions with clients and identify...

  • Associate, Commercial Banking

    2 months ago

    Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Bank Recconciliation Specialist

    4 weeks ago

    Winnipeg, Manitoba, Canada The Boyd Group Full time

    Job Title: Bank Rec AnalystAbout the Role:The Bank Rec Analyst position is a critical role within The Boyd Group, responsible for ensuring the accuracy and integrity of bank account reconciliations. As a key member of the Bank Reconciliation team, you will be responsible for reconciling all entries associated with bank accounts, identifying and reporting...

  • Associate, Agriculture

    4 weeks ago

    Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...