Montréal Personal Banking Advisor

TD Bank Group; Montreal; On-site; CAD 32,000 - 43,000; Full time

Job summary

TD Bank Group in Montréal, QC, is seeking a Personal Banking Associate to help customers with accounts, investments, and banking solutions at the branch level. You will refer customers to the right staff, educate on digital banking, and support daily transactions while upholding TD’s standards and regulatory requirements.

The role requires a high school diploma with 1+ years of relevant experience, proficiency in MS Office, and a proactive, customer-focused mindset.

Qualifications

• Minimum high school diploma with 1+ years in a related role.
• Knowledge of banking solutions and processes to advise customers.
• Proficiency in MS Office and branch software; strong organizational skills.

Responsibilities

• Engage customers with day-to-day advice, service transactions, and digital education.
• Guide customers to the right staff for account openings, investments, and banking solutions.
• Educate customers on mobile, ATM, and online banking features.
• Support frontline staff with cash and non-cash transactions and report issues.
• Contribute to branch operations improvements to enhance the customer experience.
• Ensure documentation is accurate and compliant with TD's conduct and regulations.

Skills

Customer service

Communication skills

MS Office

Education

Post-Secondary degree preferred

IFC license within 90 days

Tools

MS Office (Word, Excel, Outlook)

Branch software

Internet savvy

Job description

TD Bank Group in Montréal, QC, is seeking a Personal Banking Associate to help customers with accounts, investments, and banking solutions at the branch level. You will refer customers to the right staff, educate on digital banking, and support daily transactions while upholding TD’s standards and regulatory requirements.

The role requires a high school diploma with 1+ years of relevant experience, proficiency in MS Office, and a proactive, customer-focused mindset.