Impact-Driven Personal Banking Associate

The Toronto-Dominion Bank (Canada); Montreal (administrative region); On-site; CAD 32,000 - 43,000; Full time

Job summary

TD Canada Trust in Montréal, QC, seeks a Personal Banking Associate to guide customers in daily banking needs, promote services, and connect clients with the right staff for complex queries.

The role emphasizes accurate handling of transactions, customer education, and collaboration with frontline teams. A high school diploma and 1+ years' experience are typical requirements, with licensing steps for investment products.

Qualifications

• High School diploma or equivalent; 1+ years of relevant experience.
• IFC or equivalent licensing within 90 days of start date.
• Post-secondary degree preferred in related field.
• Proficiency in MS Office (Word, Excel, Outlook) and bank branch software.

Responsibilities

• Engage customers with day-to-day advisory needs and service transactions.
• Guide customers to the right staff for appropriate solutions while maintaining confidentiality.
• Educate customers on mobile, ATM, and online banking trends.

Skills

Customer service

Communication skills

Organizational skills

Problem solving

Education

High School diploma

IFC certification

Post-secondary degree

Tools

MS Office

Branch software

Job description

TD Canada Trust in Montréal, QC, seeks a Personal Banking Associate to guide customers in daily banking needs, promote services, and connect clients with the right staff for complex queries.

The role emphasizes accurate handling of transactions, customer education, and collaboration with frontline teams. A high school diploma and 1+ years' experience are typical requirements, with licensing steps for investment products.