Personal Banking Advisor: Elevate Customer Experience

The Toronto-Dominion Bank (Canada); Montreal (administrative region); On-site; CAD 31,000 - 41,000; Full time

Job summary

TD Bank in Montréal, Quebec, invites applications for a front-line banking associate role focused on daily customer advice, service transactions, and digital education. The position emphasizes handling confidential matters with good judgement and helping customers navigate mobile, ATM, and online banking solutions.

The role supports frontline staff with cash and non-cash transactions, resolves issues, and contributes to branch operations improvements while meeting regulatory standards and TD’s

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC or equivalent post-appointment within 6 months.
• Post-secondary or undergraduate 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 on 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

Problem solving

Time management

Education

High School diploma

IFC certification or equivalent

Post-secondary degree preferred

Tools

MS Office (Word, Excel, Outlook)

Branch software

Job description

TD Bank in Montréal, Quebec, invites applications for a front-line banking associate role focused on daily customer advice, service transactions, and digital education. The position emphasizes handling confidential matters with good judgement and helping customers navigate mobile, ATM, and online banking solutions.

The role supports frontline staff with cash and non-cash transactions, resolves issues, and contributes to branch operations improvements while meeting regulatory standards and TD’s