Personal Banking Associate - Multiple Locations

Our employer partner, one of Canada's major banks, is currently looking to add an experienced Personal Banking Associate to their team! Job Overview: The Personal Banking Associate for a branch office will guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Key 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 on 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 * Participate in the timely and accurate completion of business processes and procedures * Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and the bank's Code of Conduct and Ethics * Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives Qualifications: * High School diploma and/or 1+ years of relevant experience * Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months * Post-Secondary or Undergraduate degree (in related field) preferred * Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet * Knowledge of banking solutions and processes to advise customers * A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills * A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities * A 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 manner Due to ongoing demand, our employer partner is continuously hiring for this position. Applications are reviewed on a rolling basis We thank all applicants interested in this opportunity; however, please note that only selected candidates will be contacted regarding next steps. Recruitment Transparency & Compliance Statement Jumpstart Refugee Talent advertises Ontario-based employment opportunities in alignment with the Employment Standards Act (ESA) job posting requirements effective January 1, 2026. As a third-party sourcing organization, Jumpstart reviews publicly advertised postings to support compliance with applicable requirements, including: * Review of compensation disclosures * Prohibition on “Canadian experience” requirements * Disclosure of artificial intelligence use (where applicable) * Maintenance of posting records for compliance purposes * Procedures to identify and address potentially fraudulent or misleading job postings Jumpstart does not conduct hiring or make employment decisions. Employers remain responsible for final recruitment processes and employment determinations.

The Personal Banking Associate guides customers through financial queries, banking solutions, and digital education while supporting frontline staff with transactions. They are also responsible for maintaining operational excellence, ensuring accurate documentation, and fostering a positive team environment.

Candidates must have a high school diploma and at least one year of relevant experience, with a preference for a post-secondary degree. Proficiency in MS Office and banking software is required, along with the ability to obtain Investment Funds Canada (IFC) certification within six months.

• Service à la clientèleSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer service
• Banking solutions
• Financial advice
• Digital banking
• Cash handling
• Problem resolution
• Administration
• Organizational skills
• Time management
• Communication
• MS Office
• Branch operations
• Investment advice
• Regulatory compliance

• Finance & Accounting
• Customer Service & Support
• Administrative

Formation minimale

Études secondaires

Expérience minimale

0+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine