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Job Title


Personal Banking Associate - Penticton - Future Opportunities


Company : The Toronto-Dominion Bank (Canada)


Location : Penticton, British Columbia


Created : 2025-05-25


Job Type : Full Time


Job Description

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 :Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutionsUnderstand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential mattersBuild customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online bankingSupport the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to managementRecommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellenceParticipate in the timely and accurate completion of business processes and proceduresEnsure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and EthicsHelp build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectivesJob Requirements :High School diploma and / or 1+ years of relevant experienceInvestment Funds Canada (IFC) or equivalent post-appointment within 6 monthsPost-Secondary or Undergraduate degree (in related field) preferredProficiency in using MS Office (Word, Excel and Outlook), branch software and internetKnowledge of banking solutions and processes to advise customersA self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skillsA dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing prioritiesA 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 mannerWho We Are :TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.Our Total Rewards PackageOur 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.Additional Information :Were delighted that youre considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, were 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 DevelopmentIf youre interested in a specific career path or are looking to build certain skills, we want to help you succeed. Youll 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 were committed to helping you identify opportunities that support your goals.Training & OnboardingWe will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.Interview ProcessWell 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.AccommodationYour accessibility is important to us. Please let us know if youd 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) :Create a job alert for this search #J-18808-Ljbffr