Client-Focused Personal Banking Advisor

TD; Lévis; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust is hiring a Personal Banking Associate in Saint-Romuald, Quebec. This role focuses on guiding customers to the right staff for financial solutions, including new accounts and investment advice, while ensuring a positive customer experience.

You will engage customers with day-to-day advice and banking solutions, educate on digital channels, and support frontline staff with transactions, aiming to maintain strong customer relationships and regulatory compliance.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC or equivalent within 90 days of start date.
• Post-Secondary or Undergraduate degree preferred.
• Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet.

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.
• 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 TD'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

Skills

Customer service

Strong communication

Time management

Independent working

Problem solving

Education

High School diploma

Post-secondary degree (related field)

IFC certification within 90 days

Tools

MS Office

Branch software

Internet

Job description

TD Canada Trust is hiring a Personal Banking Associate in Saint-Romuald, Quebec. This role focuses on guiding customers to the right staff for financial solutions, including new accounts and investment advice, while ensuring a positive customer experience.

You will engage customers with day-to-day advice and banking solutions, educate on digital channels, and support frontline staff with transactions, aiming to maintain strong customer relationships and regulatory compliance.