Personal Banking Advisor - Relationships & Solutions

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

Job summary

TD Canada Trust in Châteauguay, QC is seeking a Personal Banking Associate to guide customers to the right staff for accounts, investments and banking solutions. You will help customers with day-to-day banking needs and promote TD's products, delivering attentive service.

In this role you will engage customers, educate on mobile and online banking, complete transactions, and support branch operations with accuracy and compliance.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC certification or equivalent 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 and transactions.
• Guide customers to the right contact for solutions while handling confidential matters.
• Educate customers on mobile, ATM, and online banking trends.
• Support frontline staff with cash and non-cash transactions and resolve issues.
• Suggest improvements to branch operations to enhance customer experience.
• Complete business processes accurately and in line with TD policies.
• Promote teamwork and participate in performance development.

Skills

MS Office

Customer service

Time management

Communication

Education

Post-secondary degree

IFC certification within 90 days

Tools

Branch software

Banking software

Internet usage

Job description

TD Canada Trust in Châteauguay, QC is seeking a Personal Banking Associate to guide customers to the right staff for accounts, investments and banking solutions. You will help customers with day-to-day banking needs and promote TD's products, delivering attentive service.

In this role you will engage customers, educate on mobile and online banking, complete transactions, and support branch operations with accuracy and compliance.