Personal Banking Associate

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Personal Banking Associate

Apply remote type: On Site Locations: Penticton, British Columbia Time type: Part time Posted on: Posted 3 Days Ago Time left to apply: End Date: January 23, 2025 (27 days left to apply) Job requisition id: R_1389946 Work Location: Penticton, British Columbia, Canada Hours: 18.75 Line of Business: Personal & Commercial Banking Pay Details: $21.48 - $28.59 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation-related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact. 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. Do you think you have what it takes? In this role, a typical day may look like:

1. Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
2. Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.
3. Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking.
4. Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management.
5. Recommend improvements to work practices, branch operations, and processes to enhance customer experience and achieve operational excellence.
6. Participate in the timely and accurate completion of business processes and procedures.
7. Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics.
8. 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:

1. High School diploma and/or 1+ years of relevant experience.
2. Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months.
3. Post-Secondary or Undergraduate degree (in related field) preferred.
4. Proficiency in using MS Office (Word, Excel, and Outlook), branch software, and internet.
5. Knowledge of banking solutions and processes to advise customers.
6. A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning, and time management skills.
7. A dynamic, diligent, and effective influencer with a can-do attitude to exercise initiative and handle several tasks and changing priorities.
8. 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.

Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you. Our Total Rewards Package: Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other 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. Learn more. Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development: If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals. Training & Onboarding: We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process: We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation: Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet Our Values: At TD we’re guided by our purpose to enrich the lives of our customers, communities, and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth, and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture. Our Commitment to Diversity, Equity, and Inclusion: At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. Helping to Make an Impact in Communities – TD Ready Commitment: TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. #J-18808-Ljbffr