Team Lead - Software development

Coveo; Quebec; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is looking for a Personal Banking Associate to foster strong customer relationships and guide them through their financial needs. In this dynamic role, you will engage with customers daily, providing advice on banking solutions and educating them on digital banking trends. Your ability to connect with customers and resolve their queries will enhance their experience and contribute to operational excellence. This opportunity allows you to thrive in a collaborative environment while making a significant impact on customer satisfaction and branch operations.

Qualifications

• High School diploma with 1+ years of relevant experience required.
• Proficiency in MS Office and branch software is essential.

Responsibilities

• Engage customers in banking solutions and digital education.
• Support frontline staff with transactions and resolve issues.

Skills

Customer Service Skills

Communication Skills

Problem Solving

Digital Banking Knowledge

Time Management

Education

High School Diploma

Post-Secondary Degree (Preferred)

Investment Funds Canada (IFC)

Tools

MS Office (Word, Excel, Outlook)

Branch Software

Internet Proficiency

Job description

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?

In this role, a typical day may look like :

• 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 on 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

Job Requirements :

• High School diploma and / or 1+ years of relevant experience
• Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months
• Post-Secondary or Undergraduate degree (in related field) preferred
• Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
• Knowledge of banking solutions and processes to advise customers
• A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
• A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
• A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner