Personal Banking Associate

3 weeks ago

Ottawa, Canada The Toronto-Dominion Bank (Canada) Full time

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

Who We Are:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

Language Requirement (Quebec only):

Sans Objet

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