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Personal Banking Associate

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TD

3d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance
  • Brockville
  • Quick Apply

AI generated summary

  • You need a high school diploma and 1+ years of relevant experience, with a preference for a post-secondary degree in a related field.
  • You will engage customers, provide banking education, resolve issues, promote products, support sales goals, ensure compliance, and foster a positive environment while enhancing your skillset.

Requirements

  • Experience & Education
  • High School diploma and/or
  • 1+ years of relevant experience
  • Post-Secondary or Undergraduate degree (in related field) preferred

Responsibilities

  • Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience
  • Act as the premier lobby leadership branch representative, by greeting and engaging customers in a range of advice, service, educational, digital, and informational conversations
  • Use ability to discover and advise on meeting/exceeding customer needs by asking curious questions
  • Train and educate customers on mobile, ATM, and online banking, as well as building customer-centric confidence with digital and emerging banking trends
  • Educate and promote TD Bank products and services which align to customer needs, with specific focus on Everyday Banking products (e.g., chequing, savings, credit cards, etc.) as well as personal unsecured lending
  • Point of contact for all customer problems, ensuring concerns are handled appropriately and within a timely fashion, escalating where necessary
  • Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines
  • Support the frontline with transactions, both cash and non-cash, as scheduled
  • Contribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth
  • Promote full suite of products, advice, services and banking capabilities
  • Understand and apply operating policies and procedures
  • Contribute to business objectives for Operational Excellence
  • Support the timely and accurate completion of business processes and procedures
  • Escalate non-standard or high-risk transactions / activities as necessary
  • Ensure documentation that is prepared / completed is accurate and properly reflects customer / business intentions and is consistent with relevant rules / regulations
  • Support and participate in process improvement opportunities
  • Ensure necessary due diligence to support the accuracy of all customer transactions / activities
  • Be knowledgeable of and comply with Bank Code of Conduct
  • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
  • Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
  • Participate in personal performance management and development activities, including cross training within own team
  • Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
  • Contribute to a fair, positive and equitable environment that supports a diverse workforce
  • Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
  • Requires developed knowledge and skills to offer service and advice for a range of product and services
  • Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity / risk
  • Provides recommendations and guidance to customers and / or internal partners
  • Provides solutions to problems in customer situations that are atypical or infrequent, or not covered by stated processes
  • Evaluates issues, errors and problems based on practices and existing precedents or procedures
  • Understands how the customer or advice team integrates with others to accomplish team objectives
  • Impacts the quality, timeliness and effectiveness of the advice team or services provided to customers
  • Suggests improvements to work practices and advice or customer service processes to achieve results or improve efficiency of the sales
  • Explains detailed and/or complicated information within the team; builds working relationships with customers and related teams
  • Requires full proficiency gained through job related training to perform a range of activities
  • Generally reports to an Assistant Branch Manager or Branch Manager

FAQs

What is the work schedule for the Personal Banking Associate position?

The work schedule for this position is 37.5 hours per week.

What kind of experience is required for this role?

A high school diploma and/or at least 1 year of relevant experience is required. A post-secondary or undergraduate degree in a related field is preferred.

What are the key responsibilities of a Personal Banking Associate?

Key responsibilities include creating exceptional customer experiences, educating customers on banking products, supporting transactions, resolving customer concerns, and contributing to business objectives by identifying opportunities for growth.

How does TD Bank approach employee development?

TD Bank offers regular conversations about career development, various mentoring programs, and an online learning platform to support employees in reaching their full potential.

Is there a focus on customer experience in this role?

Yes, creating an exceptional customer experience is a primary responsibility for a Personal Banking Associate, with an emphasis on positive engagement in every customer interaction.

How is compensation determined for this position?

Compensation is determined based on a fair and equitable approach. Candidates are encouraged to have frank discussions with their recruiters about the compensation specifics related to this position.

Does this job require knowledge of bank products and services?

Yes, the role requires a broad knowledge and understanding of the full suite of bank products, services, and processes to effectively advise customers.

Are there opportunities for process improvement in this role?

Yes, the Personal Banking Associate is encouraged to support and participate in process improvement opportunities to enhance service quality and efficiency.

What is the culture like at TD Bank?

TD Bank promotes a positive work environment that emphasizes teamwork, service excellence, innovation, and communication, while supporting a diverse workforce.

How does TD Bank ensure a supportive work environment?

TD Bank is committed to creating a fair, positive, and equitable environment, offering opportunities for feedback, development, and open communication among team members.

TD

1-10
Employees

Mission & Purpose

The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centres around the globe. Over 85,000 TD employees represent the strongest team in banking. Delivering legendary customer experiences is who we are & is part of being the Better Bank. Visit our Careers page to learn more about TD & why TD is a great place to work.