Personal Banking Advisor

TD Bank Group; Repentigny; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Bank Group is seeking a Personal Banking Associate for our branch office in Quebec. You will guide customers to appropriate staff for new accounts, investments and banking solutions, while delivering excellent customer service and ensuring accuracy of documentation.

The role emphasizes helping clients with day-to-day transactions, digital banking education, and maintaining compliance with TD's Code of Conduct. A High School diploma or equivalent and IFC licensing are required within 90 days.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC licensing 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 to advise customers.
• Self-starter with strong administration, organizational, planning and time management skills.
• Dynamic, can-do attitude with initiative.
• Strong communicator with customer experience skills.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, digital education and problem resolution related to banking solutions.
• Guide customers to the right contact for appropriate solutions while handling confidential matters.
• Educate customers on mobile, ATM and online banking to build confidence in digital trends.
• Support frontline staff with scheduled cash and non-cash transactions and report non-standard matters to management.
• Suggest improvements to work practices, branch operations and processes to enhance customer experience.

Skills

Customer service

Communication

Time management

Organization

Self-motivation

Education

High School diploma

Post-Secondary/Undergraduate degree preferred

Tools

MS Office (Word, Excel, Outlook)

Branch software

Internet

Job description

TD Bank Group is seeking a Personal Banking Associate for our branch office in Quebec. You will guide customers to appropriate staff for new accounts, investments and banking solutions, while delivering excellent customer service and ensuring accuracy of documentation.

The role emphasizes helping clients with day-to-day transactions, digital banking education, and maintaining compliance with TD's Code of Conduct. A High School diploma or equivalent and IFC licensing are required within 90 days.