Personal Banking Customer Service Associate

Build trusted customer relationships through banking transactions and clear financial guidance as a Personal Banking Customer Service Associate in Kelowna.

At TD Canada Trust, this Customer Experience Associate position serves existing and prospective customers at the branch. You will connect personally, explain banking processes, identify needs, and refer customers to appropriate team members or internal Bank partners while maintaining confidentiality and accuracy.

• Connect personally with customers about banking solutions and processes
• Provide information and advice on products and services
• Refer customers to appropriate team members or Bank partners
• Respect confidentiality when determining and addressing customer needs
• Keep coworkers updated on routine activity status

• High School diploma and/or one-plus years of relevant experience
• Established customer experience skills with diverse customers
• Strong organizational, planning, administration, and time management skills
• Initiative, accuracy, and attention to detail handling changing priorities
• Effective verbal and written communication in a courteous manner

Use relationship-building, customer experience, and banking advisory skills to support positive branch interactions at TD Canada Trust.