Personal Banking Advisor – Client-Focused Banking Expert

TD

Saint-Eustache

On-site

CAD 46,000 - 61,000

Full time

22 hours ago
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Job summary

TD Canada Trust is seeking a Personal Banking Associate at our Saint-Eustache branch to guide customers through banking solutions, new accounts, investment advice, and everyday transactions. You will build relationships and refer customers to the right teams while promoting TD's digital tools in a friendly, accurate manner.

Join a team that focuses on delivering exceptional service in a busy branch, supporting colleagues through performance development, and helping customers achieve their

Qualifications

  • High School diploma and/or 1+ years of relevant experience.
  • IFC or equivalent within 90 days of start date.
  • Post-Secondary or Undergraduate degree (in related field) preferred.
  • Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet.
  • Knowledge of banking solutions and processes to advise customers.
  • Strong administration, organizational, planning and time management skills.
  • Excellent communication with customers and related teams.

Responsibilities

  • Engage customers in day-to-day needs, service transactions, digital education, and problem resolution.
  • Understand customer needs and guide to the right contact person for solutions.
  • Build customer confidence in digital banking via mobile, ATM, and online banking.
  • Support frontline staff with cash and non-cash transactions; report issues to management.
  • Recommend improvements to branch operations to enhance customer experience.
  • Participate in timely completion of business processes and procedures.
  • Ensure documentation is accurate and aligned with regulations and conduct codes.

Skills

Customer service
MS Office
Communication skills
Time management

Education

High School diploma
Post-Secondary degree

Tools

Branch software
Internet

Job description

TD Canada Trust is seeking a Personal Banking Associate at our Saint-Eustache branch to guide customers through banking solutions, new accounts, investment advice, and everyday transactions. You will build relationships and refer customers to the right teams while promoting TD's digital tools in a friendly, accurate manner.

Join a team that focuses on delivering exceptional service in a busy branch, supporting colleagues through performance development, and helping customers achieve their

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