Client-Focused Personal Banking Associate

Elevate your career as a Personal Banking Associate at TD in Calgary, Alberta. Engage with customers and support their financial needs through expert relationship management and tailored banking solutions.

In this role, you will engage customers daily, guiding them to the right contacts for their banking inquiries, including new accounts and investment advice. Your expertise will help build customer confidence in emerging digital banking tools while resolving issues efficiently and enhancing the overall customer experience. You will play a crucial role in supporting frontline staff and improving branch operations.

Key Responsibilities:

• Engage with customers for banking transaction support

• Guide customers to appropriate staff for inquiries

• Educate customers on digital banking solutions

• Support staff with cash and transaction processing

• Provide recommendations for process improvements

Requirements:

• High School diploma plus 1+ years of relevant experience

• Completion of Investment Funds Canada certification

• Proficiency with MS Office and banking software

• Strong organizational and communication skills

• Ability to work independently in a dynamic environment

Utilize your customer service skills to thrive at TD, making financial interactions simple and effective.
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