Personal Banking Associate - ( Future Opportunities )
Core
Frontline branch associate guiding customers to appropriate staff for financial queries, new accounts, and banking solutions while handling day-to-day service transactions and digital education.
Role type
Personal Banking Associate (Frontline IC)
Builds
Customer service transactions, digital banking adoption, and customer referrals for specialized banking solutions
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
customer relationship building, banking solutions knowledge, MS Office proficiency, branch software usage, time management, verbal and written communication
Preferred skills
post-secondary degree in related field, Investment Funds Canada (IFC) certification
Technologies
MS Office (Word, Excel, Outlook), branch software
Responsibilities
Engage customers in day-to-day advice needs and service transactions, guide customers to the right contact person for solutions, support frontline staff with cash and non-cash transactions, recommend improvements to branch operations, ensure accurate documentation and compliance with regulations
Seniority
Entry-level to Junior, hands-on IC
