Personal Banking Associate

1 month ago


Oakville, 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 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.

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 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

**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.

**Job Family**
- Retail Sales & Service

**Job Category - Primary**
- Retail Banking - Customer Service

**Job Category(s)**
- Retail Banking - Customer Service

**Hours**
- 37.5

**Business Line**
- TD Canada Trust

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Ontario

**City (Primary)**
- Oakville

**Work Location**
- 2059 Cornwall Road

**Job Expires**
- 14-Jun-2023



  • Oakville, Canada BMO Financial Group Full time

    2536 Third Line, Bldg B Oakville Ontario,L6M 0G8 IFIC or CSC must be completed 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...


  • Oakville, Canada BMO Financial Group Full time

    240 Leighland Ave, Unit 112b Oakville Ontario,L6H 3H6 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 through various channels with BMO partners to deliver the desired...


  • Oakville, Canada BMO Financial Group Full time

    1461 Rebecca Street Oakville Ontario,L6L 1Z8 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...


  • Oakville, Canada BMO Financial Group Full time

    320 Dundas Street East Oakville Ontario,L6H 6Z9 IFIC or CSC must be completed 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...


  • Oakville, Canada BMO Financial Group Full time

    1461 Rebecca Street Oakville Ontario,L6L 1Z8 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...


  • Oakville, Canada Scotiabank Full time

    Requisition ID: 165651 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Banking Advisor

    4 weeks ago


    Oakville, 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...


  • Oakville, 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...

  • Banking Advisor

    1 week ago


    Oakville, Canada National Bank of Canada Full time

    **Primary Locations**:Oakville, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Oakville, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and provide...

  • Personal Banker

    4 weeks ago


    Oakville, Canada BMO Financial Group Full time

    240 N Service Rd, Unit P-3040 Oakville Ontario,L6M 2Y5 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 Banker

    4 weeks ago


    Oakville, Canada BMO Financial Group Full time

    240 Leighland Ave, Unit 112b Oakville Ontario,L6H 3H6 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...


  • Oakville, Canada Scotiabank Full time

    Requisition ID: 181868 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...


  • Oakville, 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...


  • Oakville, 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...

  • Banking Centre Leader

    1 month ago


    Oakville, 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...


  • Oakville, Canada Scotiabank Full time

    Customer Experience Associate - Dundas And Neyagawa, Oakville (15 Hours / Weekly)Customer Experience Associate - Dundas and Neyagawa, Oakville (15 hours / weekly)   Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate, you are the face,...


  • Oakville, Canada Scotiabank Full time

    Customer Experience Associate - Dundas And Neyagawa, Oakville (15 Hours / Weekly)Customer Experience Associate - Dundas and Neyagawa, Oakville (15 hours / weekly)   Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate, you are the face,...


  • Oakville, Canada Scotiabank Full time

    Customer Experience Associate - Dundas And Neyagawa, Oakville (15 Hours / Weekly)Customer Experience Associate - Dundas and Neyagawa, Oakville (15 hours / weekly)   Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Customer Experience Associate, you are the face,...


  • Oakville, 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...


  • Oakville, 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...