Client-Focused Personal Banking Associate

TD; Laval; On-site; CAD 32,000 - 43,000; Full time

Benefits offered by this job

Total Rewards package

Career development

Job summary

TD Canada Trust in Laval, Quebec, is seeking a Personal Banking Associate to guide customers through financial needs, new accounts, investments, and banking solutions. You will connect customers with the right staff and promote TD services, while educating clients on mobile, ATM, and online banking.

The role involves handling transactions, supporting frontline staff, and ensuring compliance with TD's conduct and ethics.

Qualifications

• High School diploma or equivalent and 1+ years of relevant experience.
• IFC certification or equivalent within 90 days of start date.
• Post-secondary degree preferred.
• Proficiency with MS Office and branch software.
• Strong communication and customer service skills.

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

MS Office proficiency

Customer service

Communication skills

Banking knowledge

Education

High School diploma

Post-secondary education preferred

Tools

Branch software

Job description

TD Canada Trust in Laval, Quebec, is seeking a Personal Banking Associate to guide customers through financial needs, new accounts, investments, and banking solutions. You will connect customers with the right staff and promote TD services, while educating clients on mobile, ATM, and online banking.

The role involves handling transactions, supporting frontline staff, and ensuring compliance with TD's conduct and ethics.