Personal Banking Associate – Kelowna

Personal Banking Associate – Kelowna

Kelowna Full-Time 39600 - 48400 $ / year (est.) On-site
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At a Glance

  • Tasks: Engage with customers, provide financial advice, and support banking transactions.
  • Company: Join TD Canada Trust, a leader in personal and commercial banking.
  • Benefits: Enjoy competitive pay, flexible hours, and opportunities for growth.
  • Other info: Dynamic branch environment with a focus on customer service and teamwork.
  • Why this job: Make a difference in customers' lives while developing your banking skills.
  • Qualifications: High school diploma or relevant experience; strong communication skills required.

The predicted salary is between 39600 - 48400 $ per year.

Serve Kelowna customers as a Personal Banking Associate, using financial advice and customer service skills in a 37.5-hour branch schedule.

At TD Canada Trust, you will support Personal and Commercial Banking customers with day-to-day advice, service transactions, and banking solutions.

The role involves understanding needs, resolving problems, guiding customers to appropriate partners, and providing digital education.

You will also support branch operations and accurate business processes.

Key Responsibilities

  • Engage customers through advice, transactions, and problem resolution
  • Guide customers toward appropriate banking solutions and contacts
  • Educate customers about mobile, ATM, and online banking
  • Support scheduled cash and non-cash frontline transactions
  • Complete accurate processes and regulatory documentation

Requirements

  • High School diploma or one-plus years relevant experience
  • Complete Investment Funds Canada licensing within 90 days
  • Use Microsoft Office, branch software, and internet tools
  • Understand banking solutions and related processes
  • Communicate effectively with customers and internal teams

Apply your customer experience, banking knowledge, and communication skills as a Personal Banking Associate with TD in Kelowna.

Personal Banking Associate – Kelowna employer: TD

TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.

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Contact Details:

TD Recruitment Team

We think you need these skills to ace Personal Banking Associate – Kelowna

Customer Service Skills
Financial Advice
Problem Resolution
Digital Education
Banking Solutions Knowledge
Regulatory Documentation
Microsoft Office