Personal Banking Customer Advice Associate

Personal Banking Customer Advice Associate

Full-Time On-site
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Build customer relationships at TD as a Personal Banking Associate, using banking knowledge and communication skills in a branch office.

This position supports customers with daily advice, service transactions, digital education, and banking problem resolution. You will understand financial needs, guide customers to appropriate contacts, and support banking solutions including new accounts and investment advice. Strong organization, judgment, and customer experience skills are central to the work.

Key Responsibilities:

  • Engage customers in advice needs and service transactions
  • Educate customers about mobile, ATM, and online banking
  • Guide customers toward appropriate banking solutions and contacts
  • Support scheduled cash and non-cash transactions
  • Complete accurate processes and documentation

Requirements:

  • High School diploma and/or one-plus years relevant experience
  • Investment Funds Canada or equivalent within six months
  • Knowledge of banking solutions and processes
  • MS Office, branch software, and internet proficiency
  • Strong communication, organization, and time management skills

Bring customer advice, digital education, and banking solutions expertise to TD's Personal Banking Associate team.

Personal Banking Customer Advice Associate 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