Personal Banking Associate
Core
Frontline banking associate establishing relationships and guiding customers to appropriate staff for financial queries and banking needs.
Role type
Personal Banking Associate
Builds
Customer relationships and referrals to specialized team members
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
customer service, banking solutions knowledge, MS Office proficiency, digital banking education, administrative skills, time management, communication
Preferred skills
post-secondary degree, Investment Funds Canada (IFC) certification
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