Personal Banking Associate
On-siteToronto, Ontario, Canada
Job Summary
Engage customers in day-to-day advice needs, service transactions, digital education, and problem resolution related to banking solutions. Understand customer requirements and guide them to the appropriate staff member for resolving financial queries, including new accounts and investment advice. Support frontline operations by processing cash and non-cash transactions, reporting non-standard matters, and recommending improvements to branch processes. Maintain accurate documentation and ensure compliance with regulations and the Code of Conduct. Participate in performance development and share industry knowledge to build team effectiveness.
Required Qualifications
- High School diploma
- 1+ years of relevant experience
- Investment Funds Canada (IFC) or equivalent
- Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
- Knowledge of banking solutions and processes to advise customers
- Self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
- Dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
- 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
Desired Qualifications
- Post-Secondary or Undergraduate degree (in related field)
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