Personal Banking Advisor

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

Job summary

TD Canada Trust is seeking a Personal Banking Associate at our Montréal branch to deliver exceptional customer service and support daily banking needs. You will guide customers to the right staff for accounts, investments, and banking solutions, while ensuring a compliant experience.

Key duties include engaging customers in routine transactions, educating them on mobile and online banking, and assisting with cash handling and processes to maintain branch excellence.

Qualifications

• High School diploma or equivalent and/or 1+ years of relevant experience.
• IFC or equivalent licensing within 90 days of start date.
• Post-secondary or undergraduate degree in related field preferred.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, digital education, and problem resolution.
• Understand customer needs and guide to the right contact for solutions while maintaining confidentiality.
• Educate customers on mobile, ATM, and online banking trends to build confidence in digital banking.
• Support frontline staff with cash and non-cash transactions and report non-standard matters to management.
• Recommend improvements to branch operations to enhance customer experience and achieve excellence.
• Ensure documentation is accurate and aligns with regulations and TD's Code of Conduct.
• Promote a positive and equitable work environment and share industry knowledge.

Skills

Customer service

Communication skills

MS Office

Banking knowledge

Time management

Education

High School diploma

IFC licensing within 90 days

Post-secondary degree preferred

Tools

Branch software

Job description

TD Canada Trust is seeking a Personal Banking Associate at our Montréal branch to deliver exceptional customer service and support daily banking needs. You will guide customers to the right staff for accounts, investments, and banking solutions, while ensuring a compliant experience.

Key duties include engaging customers in routine transactions, educating them on mobile and online banking, and assisting with cash handling and processes to maintain branch excellence.