Personal Banking Advisor — Build Financial Relationships

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

Benefits offered by this job

Total rewards package

Health benefits

Paid time off

Career development

Job summary

TD Canada Trust in Saint-Hubert (Quebec) is seeking a Personal Banking Associate to guide customers to the right staff for financial needs, including new accounts, investment advice, and banking solutions.

You will engage customers in day-to-day advisory needs, support digital banking education, and assist frontline staff with transactions while maintaining confidentiality and service quality. This on-site role offers a competitive base salary and TD's Total Rewards.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC within 90 days of start date.
• Post-Secondary degree preferred.
• Proficiency in MS Office and branch software.

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 skills

Time management

MS Office

Independent work

Adaptability

Education

High School diploma

Post-Secondary degree

Tools

Branch software

Job description

TD Canada Trust in Saint-Hubert (Quebec) is seeking a Personal Banking Associate to guide customers to the right staff for financial needs, including new accounts, investment advice, and banking solutions.

You will engage customers in day-to-day advisory needs, support digital banking education, and assist frontline staff with transactions while maintaining confidentiality and service quality. This on-site role offers a competitive base salary and TD's Total Rewards.