Personal Banking Associate
On-site · Calgary, Alberta, Canada
Job Summary
Provide customer service transactions and banking guidance to TD Canada Trust customers, build and maintain relationships, refer customers to appropriate staff for solutions (new accounts, investment advice, and banking products), support frontline staff with cash and non-cash transactions, educate customers on digital banking (mobile, ATM, online), ensure accuracy and regulatory compliance in documentation, and contribute to branch operations and a positive, equitable work environment while demonstrating strong communication and organizational skills.
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 connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
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