Personal Banking Associate

2 weeks ago


Kingston, Canada TD Bank Full time

401891BR

Retail Banking - Customer Service

Kingston, ON

March 6, 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.



  • Kingston, Canada TD Bank Full time

    404184BR Retail Banking - Financial Services Kingston, ON March 24, 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...


  • Kingston, 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...


  • Kingston, Canada BMO Financial Group Full time

    297 King St E Kingston Ontario,K7L 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 achieve overall...

  • Personal Banker

    3 days ago


    Kingston, Canada BMO Financial Group Full time

    945 Gardiners Rd Kingston Ontario,K7M 7H4 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...


  • Kingston, 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...


  • Kingston, Canada Kingston Community Credit Union Limited Full time

    Education: College/CEGEPExperience: 1 year to less than 2 yearsWork settingCredit unionTasksComplete credit and loan documentationInterview applicants for loansOpen new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking servicesResearch and evaluate loan applicant's financial status,...


  • Kingston, Canada Kingston Community Credit Union Limited Full time

    Education: Expérience: EducationCollege/CEGEPWork settingCredit unionTasksComplete credit and loan documentationInterview applicants for loansOpen new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking servicesResearch and evaluate loan applicant's financial status, references, credit...


  • Kingston, Canada CIBC Full time

    Nous 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...


  • Kingston, 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...


  • Kingston, 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...


  • Kingston, Canada Royal Bank of Canada Full time

    **Job Summary** - ** What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 collaborate...

  • Banking Advisor

    2 weeks ago


    KINGSTON, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping 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 collaborate...

  • Sales Associate

    1 month ago


    Kingston, Canada CFMWS Full time

    **WHO WE ARE** CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Kingston, Canada CFMWS Full time

    **WHO WE ARE** CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Kingston, 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...


  • Kingston, Canada TD Bank Full time

    406554BR Retail Banking - Customer Service Kingston, ON April 18, 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...

  • Sales Associate

    6 days ago


    Kingston, Canada Canadian Forces Morale & Welfare Services Full time

    **WHO WE ARE** The Canadian Forces Morale and Welfare Services (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work...

  • Sales Associate

    3 days ago


    Kingston, Canada Lexus Of Kingston Full time

    Lexus of Kingston is looking for a Sales Associate to join our awesome team! If you have a passion for sales and customer service, we want to hear from you. **Job Description**: - Negotiating terms and payment options with clients - Keeping all sales records stored for inventory processing - Accompanying clients on test drives - Assessing the value of...

  • Associate Dentist

    6 days ago


    Kingston, Canada LightHouse Dental Full time

    LightHouse Dental is seeking an Associate Dentist to join our dental practice in Kingston, Ontario. **Responsibilities**: - Providing comprehensive dental care to patients, including examinations, restorations, and extractions. - Developing treatment plans and discussing them with patients to ensure they are fully informed and comfortable with their dental...


  • Kingston, Canada K’boodle Full time

    Are people often commenting on your bubbly personality? Do you love helping others and have fun doing it? We’re looking for someone like you to join our team. As a sales associate with K’boodle, we’ll encourage you to take extra time to understand our customer’s needs and provide an amazing customer service experience. Essentially, you’ll be...