Personal Banking Associate
$34,275–$45,000 year
On-site · Maple Ridge, British Columbia, Canada
Job Summary
In a TD Canada Trust branch in Maple Ridge, BC, establish and maintain impactful relationships with customers while guiding them to appropriate staff for banking needs, including new accounts, investment advice, and banking solutions. Engage customers in day-to-day advisory needs, service transactions, digital education, and problem resolution related to banking solutions; understand customer needs and refer to the right contact for solutions while handling confidential matters. Build customer confidence in digital banking (mobile, ATM, online) and support frontline staff with cash and non-cash transactions, resolve issues, and report non-standard matters to management. Recommend improvements to branch operations to enhance customer experience and achieve operational excellence; participate in timely completion of business processes, ensure documentation reflects business intentions and regulatory requirements, and promote a positive, equitable work environment through teamwork and knowledge sharing. TD emphasizes client-facing service, learning opportunities, training, and a supportive culture.
Required Qualifications
- 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 connects with customers and related teams
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.