Personal Banking Associate - Remote

Overview

The Personal Banking Associate is responsible for establishing and maintaining impactful relationships with customers, guiding them through their financial needs and banking solutions.

In Short

• Engage customers in banking solutions and transactions.
• Guide customers to appropriate staff for financial queries.
• Educate customers on digital banking trends.
• Support frontline staff with transactions.
• Recommend improvements for customer experience.
• Ensure compliance with regulations and TD's Code of Conduct.
• Participate in personal performance development.
• Build a positive work environment.
• Handle multiple tasks and changing priorities.
• Communicate effectively with customers and teams.

Requirements

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent within 6 months.
• Post-secondary degree preferred.
• Proficiency in MS Office and branch software.
• Knowledge of banking solutions and processes.
• Strong administration and organizational skills.
• Effective communication skills.
• Ability to work independently in a dynamic environment.
• Can-do attitude and ability to influence.
• Customer experience skills.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Retirement programs and paid time off.
• Banking benefits and discounts.
• Career development opportunities.
• Mentorship and training programs.
• Support for financial, physical, and mental well-being.
• Inclusive work environment.
• Regular development conversations.
• Access to online learning platforms.