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 everyday banking needs, new accounts and advisory services. You will refer customers to the right staff for specialized assistance while promoting TD's digital solutions and ensuring a positive customer experience.

You will support branch operations, handle transactions, and help maintain accurate documentation in a fast-paced retail banking environment.

Qualifications

• High School diploma or equivalent with 1+ years in banking or customer service.
• Proficiency with MS Office and branch software.
• Strong communication and interpersonal skills.
• Ability to work independently in a dynamic branch environment.

Responsibilities

• Engage customers with day-to-day banking needs and solutions.
• Guide customers to the appropriate staff for complex queries.
• Promote digital banking and educate customers on mobile/online tools.
• Support frontline staff with cash and non-cash transactions.
• Contribute to branch operations and process improvements.
• Ensure accuracy of documentation and compliance with policies.
• Foster a positive, equitable work environment and teamwork.

Skills

MS Office

Customer service

Communication

Time management

Education

High School Diploma

Post-secondary preferred

Job description

TD Bank Group in Montréal, QC is seeking a Personal Banking Associate to help customers with everyday banking needs, new accounts and advisory services. You will refer customers to the right staff for specialized assistance while promoting TD's digital solutions and ensuring a positive customer experience.

You will support branch operations, handle transactions, and help maintain accurate documentation in a fast-paced retail banking environment.