Montreal Personal Banking Associate: Growth & Impact

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

Job summary

TD Canada Trust in Montréal, Quebec is seeking a Personal Banking Associate to guide customers to the right staff for their financial needs, including new accounts and investments.

You will engage customers with day-to-day banking solutions, educate on mobile/online banking, and support branch operations to ensure a positive customer experience.

The role requires a high school diploma (or 1+ year experience) and proficiency with MS Office; IFC certification within 90 days is expected.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC or equivalent – within 90 days of start date.
• Post-Secondary or Undergraduate degree preferred.
• Proficiency in MS Office (Word, Excel and Outlook), branch software and internet.
• Knowledge of banking solutions and processes to advise customers.

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 communication

Customer service

Time management

MS Office

Organizational skills

Independence

Education

High School diploma or equivalent

Post-Secondary or Undergraduate degree preferred

IFC certification within 90 days

Tools

MS Office (Word, Excel, Outlook)

Branch software

Job description

TD Canada Trust in Montréal, Quebec is seeking a Personal Banking Associate to guide customers to the right staff for their financial needs, including new accounts and investments.

You will engage customers with day-to-day banking solutions, educate on mobile/online banking, and support branch operations to ensure a positive customer experience.

The role requires a high school diploma (or 1+ year experience) and proficiency with MS Office; IFC certification within 90 days is expected.