Personal Banking Associate

5 days ago


St Albert, Canada TD Bank Full time

**Work Location**:
St. Albert, Alberta, 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 is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing - and so will you.

**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 benefit



  • Prince Albert, Canada BMO Financial Group Full time

    801 15th Street East Prince Albert Saskatchewan,S6V 0C7 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...


  • St. Thomas, Canada TD Bank Full time

    **Personal Banking Associate Trainee**: - 424334BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1063 Talbot Street **Employment Type** - Regular **City** - St. Thomas **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...


  • St. George, Canada BMO Financial Group Full time

    9 Beverly Street W St George Ontario,N0E 1N0 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...


  • St. Catharines, Canada BMO Financial Group Full time

    31 King Street St Catharines Ontario,L2R 6W7 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...


  • St. Catharines, Canada BMO Financial Group Full time

    121 Lakeshore Road St Catharines Ontario,L2N 2T7 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...


  • St. George, Canada BMO Financial Group Full time

    9 Beverly Street W St George Ontario,N0E 1N0 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...


  • St. Catharines, Canada BMO Financial Group Full time

    31 King Street St Catharines Ontario,L2R 6W7 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...


  • St. Catharines, Canada BMO Financial Group Full time

    222 - 228 Glendale Avenue St Catharines Ontario,L2T 2K5 This is a full-time role at our branch in St Catharines, Ontario at the Glendale & Tremont location. This position requires availability to work anytime during branch hours, Monday through Saturday. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides...


  • St. Catharines, Canada BMO Financial Group Full time

    222 - 228 Glendale Avenue St Catharines Ontario,L2T 2K5 This is a Monday 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...


  • St. Stephen, Canada BMO Financial Group Full time

    67 Milltown Boulevard St Stephen New Brunswick,E3L 1G4 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...


  • St. Catharines, 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...

  • Personal Banker

    7 months ago


    St. Albert, Canada BMO Financial Group Full time

    394 St Albert Rd St Albert Alberta,T8N 5J9 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 Banker

    6 months ago


    St. Albert, Canada BMO Financial Group Full time

    394 St Albert Rd St Albert Alberta,T8N 5J9 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...


  • St. Albert, Alberta, Canada CWB Full time

    OverviewCWB is a leading financial institution dedicated to providing exceptional banking services to business owners in Canada. Our mission is to deliver proactive client experiences through personalized service, specialized expertise, and customized solutions.Job SummaryWe are seeking an experienced Business Banking Support Manager to join our team. As a...


  • St. Albert, Canada Scotiabank Full time

    Requisition ID: 178333 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...


  • St. Albert, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...


  • St. Albert, Canada Servus Credit Union Full time

    **Posting Closes**:December 9, 2024 - 4:00 pm **Compensation**:$49,613 - $62,016 based on experience **Employment Status**:Full-time -37.5 hours per week**.** Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed...


  • St. Thomas, Canada TD Bank Full time

    **Work Location**: St. Thomas, Ontario, Canada **Hours**: 18.75 **Line of Business**: Personal & Commercial Banking **Pay Details**: $22.45 - $29.97 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...


  • St. Albert, Canada TD Bank Full time

    **Customer Experience Associate**: - 425967BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 11 Inglewood Drive **Employment Type** - Regular **City** - St. Albert **Time Type** - Part Time **Province/State** - Alberta **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department Overview** At TD...


  • St. Albert, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors.We do this by:Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Roles Specifications Location: Edmonton, AB Everyday flexibility....