Personal Banking Associate

3 weeks ago

Surrey, Canada TD Bank Full time

410854BR

Retail Banking - Customer Service

Surrey, BC

June 1, 2023

Company Overview

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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and small businesses achieve their financial goals.

We are looking for brand champions, relationship builders, and leading professionals with an understanding of market and economic trends that can build legendary customer experiences.

Join TD Canada Trust and think like a customer, act like an owner, innovate with purpose and execute with an 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

**Requirements**:

- High School Diploma with over 1 year of relevant experience
- Undergraduate degree or equivalent is an asset
- 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

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

  • Personal Banking Associate

    4 weeks ago

    Surrey, Canada TD Bank Full time

    412450BR Retail Banking - Customer Service Surrey, BC June 22, 2023 Company Overview 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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...

  • Personal Banking Associate

    1 month ago

    Surrey, Canada BMO Financial Group Full time

    10155 King George Highway Surrey British Columbia,V3T 5H9 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...

  • Personal Banking Associate

    1 month ago

    Surrey, Canada BMO Financial Group Full time

    5661 - 152 Street Surrey British Columbia,V3S 9A5 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

    1 month ago

    Surrey, Canada BMO Financial Group Full time

    5711 176-A Street Surrey British Columbia,V3S 6S6 Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit card strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures....

  • Business Banking Associate

    3 days ago

    Surrey, Canada TD Bank Full time

    **Work Location**: Surrey, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Please note**:Mobility throughout **Pacific **is required** **Applications must include an unofficial transcript, cover letter (one letter-sized page or less) and a resume (two letter-sized pages or less).** **Who We...

  • Personal Banker

    1 month ago

    Surrey, Canada HSBC Full time

    -Job description Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of...

  • Personal Banker

    4 weeks ago

    Surrey, Canada BMO Financial Group Full time

    10455 - 152nd Street Surrey British Columbia,V3R 7M8 Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition! This team also cares about you and your development which means you can pave the way to drive your skills, learning and career...

  • Personal Banker

    1 day ago

    Surrey, Canada BMO Financial Group Full time

    5661 - 152 Street Surrey British Columbia,V3S 9A5 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...

  • Banking Advisor

    1 month ago

    Surrey, 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, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    1 month ago

    Surrey, 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, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    4 weeks ago

    Surrey, 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, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    4 weeks ago

    Surrey, 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, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Customer Experience Associate

    1 month ago

    Surrey, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **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 understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Associate Financial Advisor

    1 day ago

    Surrey, British Columbia, 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 and...

  • Banking Advisor Intern

    2 weeks ago

    SURREY, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionBanking Advisor InternWhat 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, credit, and investment needs. As an RBC ambassador, you add value in the moments that...

  • Banking Advisor Intern

    2 weeks ago

    Surrey, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionBanking Advisor InternWhat 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, credit, and investment needs. As an RBC ambassador, you add value in the moments that...

  • Senior Manager

    1 week ago

    Surrey, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - VLME Market page is loaded Senior Manager & Team Lead, Business Banking - VLME Market Apply locations Surrey, BC time type Full time posted on Posted 2 Days Ago job requisition id 2405510 We’re building a ...

  • Senior Manager

    4 weeks ago

    Surrey, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - VLME Market page is loaded Senior Manager & Team Lead, Business Banking - VLME Market Apply locations Surrey, BC time type Full time posted on Posted 2 Days Ago job requisition id 2405510 We’re building a ...

  • Senior Manager

    1 month ago

    Surrey, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - VLME Market page is loaded Senior Manager & Team Lead, Business Banking - VLME Market Apply locations Surrey, BC time type Full time posted on Posted 2 Days Ago job requisition id 2405510 We’re building a ...

  • Senior Manager

    1 month ago

    Surrey, Canada Canadian Imperial Bank of Commerce Full time

    Senior Manager & Team Lead, Business Banking - VLME Market page is loaded Senior Manager & Team Lead, Business Banking - VLME Market Apply locations Surrey, BC time type Full time posted on Posted 2 Days Ago job requisition id 2405510 We’re building a ...