Junior Personal Banking Advisor

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

Job summary

TD Canada Trust is seeking a Personal Banking Associate in Gatineau, QC. You will guide customers to the right colleagues for banking solutions, including new accounts and investments, while delivering excellent service and maintaining compliance with TD policies.

You will support daily branch operations, educate customers on digital banking options, and help resolve issues. A High School diploma and 1+ years of experience are required; IFC licensing within 90 days is expected.

Qualifications

• High School diploma and 1+ years of relevant experience.
• IFC or equivalent – within 90 days of start date.
• Licensing requirements for Mutual Fund licensing with CIRO; background checks.
• Post-Secondary degree preferred.
• Proficiency in using MS Office and banking software.

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

Strong communicator

Customer experience skills

MS Office proficiency

Independence (self-starter)

Organizational skills

Education

High School diploma

Post-secondary degree preferred

Tools

MS Office suite

Job description

TD Canada Trust is seeking a Personal Banking Associate in Gatineau, QC. You will guide customers to the right colleagues for banking solutions, including new accounts and investments, while delivering excellent service and maintaining compliance with TD policies.

You will support daily branch operations, educate customers on digital banking options, and help resolve issues. A High School diploma and 1+ years of experience are required; IFC licensing within 90 days is expected.