Personal Banking Advisor

TD; Terrebonne; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust in Lachenaie, Quebec, Canada invites you to join as a Personal Banking Associate. You will guide customers to the right staff, assist with new accounts, investments, and banking solutions, and help maintain a positive branch experience.

This role offers a clear path for growth within TD's retail banking network, with training, performance conversations, and opportunities to develop product knowledge and advisory skills while delivering excellent client service.

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.

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

Communication

MS Office

Branch software

Education

High School diploma

Post-Secondary or Undergraduate degree preferred

IFC licencing within 90 days

Tools

MS Office Suite

Job description

TD Canada Trust in Lachenaie, Quebec, Canada invites you to join as a Personal Banking Associate. You will guide customers to the right staff, assist with new accounts, investments, and banking solutions, and help maintain a positive branch experience.

This role offers a clear path for growth within TD's retail banking network, with training, performance conversations, and opportunities to develop product knowledge and advisory skills while delivering excellent client service.