Personal Banking Associate

1 month ago


Williams Lake, British Columbia, Canada TD Bank Full time
Job Description:

As a Personal Banking Associate at TD Bank, you will play a key role in delivering exceptional customer experiences. You will work closely with customers to understand their financial needs and provide personalized solutions to meet their goals.

Key Responsibilities:

  • Build and maintain strong relationships with customers to understand their financial needs and preferences.
  • Provide personalized banking solutions to customers, including new account openings, investment advice, and banking solutions.
  • Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
  • Work collaboratively with colleagues to ensure seamless customer experiences and achieve operational excellence.

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 a 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.

About TD Bank:

TD Bank is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.

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 benefits and discounts, career development, and reward and recognition programs.



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