- Richmond, British Columbia, Canada
- On-site
- Full-time · Entry
- CA$46K–CA$61K per year
- 1+ years
Personal Banking Associate responsible for guiding customers to appropriate staff members for resolving financial queries and banking needs, including new accounts, investment advice and banking solutions.
Compensation
$45,700 - $61,000 CAD
Responsibilities
- Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
- Build customer confidence in emerging digital banking trends by educating them on mobile, ATM, and online banking
- Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
- Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Requirements
- High School diploma
- Post-Secondary or Undergraduate degree (in related field) preferred
- Nice to have: Investment Funds Canada (IFC) or equivalent – within 90 days of start date
- Nice to have: Post-Secondary or Undergraduate degree (in related field)
Skills
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development