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.