Personal Banking Associate Surrey

Serve Surrey customers at TD Canada Trust with banking advice, digital education, and problem resolution in a 37.5-hour branch schedule.

As a Personal Banking Associate, you will build customer relationships and guide clients toward appropriate staff, accounts, investments, and banking solutions. You will support frontline transactions, handle confidential matters, and help maintain accurate processes. The role emphasizes customer experience, banking knowledge, and sound judgement.

Key Responsibilities:

• Engage customers in advice needs and service transactions
• Resolve customer problems related to banking solutions
• Educate customers about mobile, ATM, and online banking
• Guide customers toward appropriate contacts and solutions
• Support scheduled cash and non-cash transactions

Requirements:

• High School diploma or one-plus years of relevant experience
• Investment Funds Canada certification within 90 days
• Post-secondary or undergraduate degree preferred
• Proficiency with Microsoft Office, branch software, and internet
• Knowledge of banking solutions and processes

Use customer service, banking knowledge, and digital education skills to support TD clients throughout Surrey branch interactions.