Personal Banking Advisor - Build Relationships & Solutions

TD Bank Group; Quebec; Hybrid; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust in Sainte-Rose, QC, is seeking a Personal Banking Associate to guide customers through accounts, investments, and banking solutions at the branch. The role emphasizes building relationships and delivering a positive customer experience.

You will engage customers with daily advisory needs, educate them on digital banking, and coordinate with staff to resolve inquiries while maintaining compliance and documentation standards.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC certification or equivalent within 90 days.
• Post-secondary or undergraduate degree preferred.
• Proficiency in MS Office and branch software.
• Strong communication and customer service skills.
• Ability to work independently in a dynamic environment.
• Excellent organizational and time-management abilities.

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

Teamwork

Organizational skills

Education

High School diploma

IFC certification

Post-secondary degree preferred

Tools

MS Office

Branch software

Job description

TD Canada Trust in Sainte-Rose, QC, is seeking a Personal Banking Associate to guide customers through accounts, investments, and banking solutions at the branch. The role emphasizes building relationships and delivering a positive customer experience.

You will engage customers with daily advisory needs, educate them on digital banking, and coordinate with staff to resolve inquiries while maintaining compliance and documentation standards.