Montreal Personal Banking Advisor

TD Bank Group; Montreal; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Bank Group in Montréal, QC seeks a Personal Banking Associate to build relationships and guide customers through banking solutions. You will refer customers to appropriate staff for accounts, investments, and banking needs while upholding TD’s standards.

The role emphasizes customer service, accuracy in transactions, and promoting digital banking education to clients in a branch setting.

Qualifications

• High School diploma or 1+ years of relevant experience.
• IFC licensing required within 90 days of start date.
• Post-secondary degree preferred where applicable.
• Proficiency with MS Office and banking software.

Responsibilities

• Engage customers with day-to-day banking needs and transactions.
• Guide customers to appropriate staff for complex inquiries.
• Educate customers on mobile and online banking options.
• Support cash and non-cash transactions and maintain accuracy.

Skills

Customer service

Cash handling

MS Office

Education

High School diploma

Post-secondary degree preferred

IFC licensing within 90 days

Tools

Branch software

Job description

TD Bank Group in Montréal, QC seeks a Personal Banking Associate to build relationships and guide customers through banking solutions. You will refer customers to appropriate staff for accounts, investments, and banking needs while upholding TD’s standards.

The role emphasizes customer service, accuracy in transactions, and promoting digital banking education to clients in a branch setting.