Personal Banking Advisor

TD; Montreal; On-site; CAD 32,000 - 43,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate in Montréal, Quebec to guide customers through banking needs, open new accounts, and provide investment and banking solutions. You will connect customers with the right staff and ensure a positive experience.

The role requires strong communication, proficiency in MS Office, and the ability to work independently in a dynamic retail banking environment. Training and growth opportunities are available within TD's Total Rewards.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC certification or equivalent – within 90 days of start date.
• 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.
• A strong communicator with established customer experience skills.

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

Customer service

Strong communicator

MS Office

Banking knowledge

Independent worker

Education

High School diploma

IFC certification

Post-Secondary degree preferred

Tools

MS Office (Word, Excel, Outlook)

Job description

TD Canada Trust is seeking a Personal Banking Associate in Montréal, Quebec to guide customers through banking needs, open new accounts, and provide investment and banking solutions. You will connect customers with the right staff and ensure a positive experience.

The role requires strong communication, proficiency in MS Office, and the ability to work independently in a dynamic retail banking environment. Training and growth opportunities are available within TD's Total Rewards.