Montréal Personal Banking Associate — Client Impact

TD; Canada; On-site; CAD 30,000 - 60,000; Full time

Job summary

A prominent financial institution in Montreal is seeking a Customer Service Advisor. The role involves providing exceptional customer service, assisting with banking transactions, and guiding customers through their financial needs. Candidates must possess a High School diploma and have relevant experience. Strong communication and organizational skills are essential. The institution offers a competitive salary, variable compensation, health benefits, and a supportive work environment for career development.

Benefits

Health and well-being benefits

Retirement programs

Paid time off

Career development opportunities

Discounts and rewards programs

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months.
• Proficiency in MS Office, branch software, and internet.
• Knowledge of banking solutions and processes to advise customers.

Responsibilities

• Engage customers in advice needs and service transactions.
• Guide customers to the right contact person for solutions.
• Educate customers on digital banking trends.
• Support frontline staff with scheduled transactions.
• Recommend improvements to enhance customer experience.
• Participate in business processes and procedures completion.

Skills

Customer service skills

MS Office proficiency

Organizational skills

Communication skills

Time management skills

Education

High School diploma

Post-Secondary or Undergraduate degree

Job description

A prominent financial institution in Montreal is seeking a Customer Service Advisor. The role involves providing exceptional customer service, assisting with banking transactions, and guiding customers through their financial needs. Candidates must possess a High School diploma and have relevant experience. Strong communication and organizational skills are essential. The institution offers a competitive salary, variable compensation, health benefits, and a supportive work environment for career development.