Personal Banking Associate
2 weeks ago
Work Location:
Quesnel, British Columbia, Canada
Hours:
37.5
Line of Business:
Personal & Commercial Banking
Pay Details:
**Job Description**:
Assist customers with their day to day banking needs and provide them with suitable financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a customer centric experience.
The role will act as a service provider and a first level financial consultant. It acts as a primary coordinator and primary point of contact for customer inquiries within the lobby area and guiding them to the proper destination for the appropriate resolution of their banking needs.
KEY ACCOUNTABILITIES
CUSTOMER
- Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience
- Act as the premier lobby leadership branch representative, by greeting and engaging customers in a range of advice, service, educational, digital, and informational conversations
- Use ability to discover and advise on meeting/exceeding customer needs by asking curious questions
- Train and educate customers on mobile, ATM, and online banking, as well as building customer-centric confidence with digital and emerging banking trends
- Educate and promote TD Bank products and services which align to customer needs, with specific focus on Everyday Banking products (e.g., chequing, savings, credit cards, etc.) as well as personal unsecured lending
- Point of contact for all customer problems, ensuring concerns are handled appropriately and within a timely fashion, escalating where necessary
- Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines
- Support the frontline with transactions, both cash and non-cash, as scheduled
SHAREHOLDER
- Contribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth
- Promote full suite of products, advice, services and banking capabilities
- Contribute to business objectives for Operational Excellence
- Support the timely and accurate completion of business processes and procedures
- Escalate non-standard or high-risk transactions / activities as necessary
- Ensure documentation that is prepared / completed is accurate and properly reflects customer / business intentions and is consistent with relevant rules / regulations
- Support and participate in process improvement opportunities
- Ensure necessary due diligence to support the accuracy of all customer transactions / activities
- Be knowledgeable of and comply with Bank Code of Conduct
EMPLOYEE / TEAM
- Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
- Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
BREADTH & DEPTH
- Requires developed knowledge and skills to offer service and advice for a range of product and services
- Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity / risk
- Provides recommendations and guidance to customers and / or internal partners
- Provides solutions to problems in customer situations that are atypical or infrequent, or not covered by stated processes
- Evaluates issues, errors and problems based on practices and existing precedents or procedures
- Understands how the customer or advice team integrates with others to accomplish team objectives
- Impacts the quality, timeliness and effectiveness of the advice team or services provided to customers
- Suggests improvements to work practices and advice or customer service processes to achieve results or improve efficiency of the sales Explains detailed and/or complicated information within the team; builds working relationships with customers and related teams
- Requires full proficiency gained through job related training to perform a range of activities
- Generally reports to an Assistant Branch Manager or Branch Manager
EXPERIENCE & EDUCATION
- High School diploma and/or
- 1+ years of relevant experience
- Post-Secondary or Undergraduate degree (in related field) pre
-
Client Service Representative
3 days ago
Quesnel, Canada CIBC Full timeWe’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...
-
First Nations, Metis, Inuit Candidates-
Found in: Talent CA C2 - 2 weeks ago
Quesnel, Canada CIBC Full timeAt CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and...
-
Financial Advisor-mfda/amf
2 weeks ago
Quesnel, Canada CIBC Full timeWe’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...
-
Client Advisor
5 days ago
Quesnel, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...
-
Financial Planner
1 week ago
Quesnel, Canada BMO Full timeApplication Deadline: 06/27/2024Address:397 Reid StreetProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...
-
Financial Planner
1 week ago
Quesnel, Canada BMO Full timeApplication Deadline: 06/27/2024Address:397 Reid StreetProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...
-
Financial Planner
1 week ago
Quesnel, Canada BMO Full timeApplication Deadline: 06/27/2024Address:397 Reid StreetProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...
-
Retail Sales Associate
5 days ago
Quesnel, Canada Pet Valu Canada Inc Full timeEducation: No degree, certificate or diploma - Experience: Will train **Screening questions**: - Are you currently a student? - Are you currently legally able to work in Canada? - Do you currently reside in proximity to the advertised location? - Do you have previous experience in this field of employment? **Health benefits**: - Health care plan -...
-
Financial Advisor- Intake Northern BC
Found in: Talent CA C2 - 2 weeks ago
Quesnel, Canada CIBC Full timeNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...
-
Financial Planner
Found in: Jooble CA O C2 - 6 days ago
Quesnel, BC, Canada BMO Full timeApplication Deadline: 06/27/2024 Address: 397 Reid Street Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...
-
Community Health Worker Ii
1 week ago
Quesnel, Canada Northern Health Full timePosition SummaryAre you passionate about helping others? Do you want a career with an organization that is one of the best places to work in British Columbia? Helping people stay in the home they love is Northern Health's commitment; make it yours as well.In accordance with the established vision, values, and strategic direction of the organization, the...
-
Community Health Worker Ii
1 week ago
Quesnel, Canada Northern Health Full timePosition SummaryAre you passionate about helping others? Do you want a career with an organization that is one of the best places to work in British Columbia? Helping people stay in the home they love is Northern Health's commitment; make it yours as well.In accordance with the established vision, values, and strategic direction of the organization, the...
-
Community Health Worker Ii
1 week ago
Quesnel, Canada Northern Health Full timePosition SummaryAre you passionate about helping others? Do you want a career with an organization that is one of the best places to work in British Columbia? Helping people stay in the home they love is Northern Health's commitment; make it yours as well.In accordance with the established vision, values, and strategic direction of the organization, the...
-
Community Health Worker Ii
Found in: Jooble CA O C2 - 1 week ago
Quesnel, BC, Canada Northern Health Full timePosition Summary Are you passionate about helping others? Do you want a career with an organization that is one of the best places to work in British Columbia? Helping people stay in the home they love is Northern Health's commitment; make it yours as well. In accordance with the established vision, values, and strategic direction of the organization,...
