Personal Banking Associate - Future Opportunities, Peterborough County and North Hastings …

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.

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

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

Benefits Our Total Rewards package includes a base salary, variable compensation and 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.

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