Financial Services Representative

4 weeks ago


Cranbrook, Canada TD Bank Full time

About the Role:

As a Personal Banking Associate at TD Bank, you will be the frontline of our banking services. Your primary responsibility will be to engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.

Key Responsibilities:

  • Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking.
  • 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.
  • Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months.
  • Post-Secondary or Undergraduate degree in a related field is 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 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.

Our Values: At TD, we're guided by our purpose to enrich the lives of our customers, communities, and colleagues, and share a set of values that shape our culture and guide our behavior.



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