Personal Banking Associate - Atateken (part-time)

TD Bank; Montreal; On-site; CAD 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated Client Advisor to enhance client experiences and promote banking products. In this role, you will manage client onboarding, provide digital service guidance, and resolve issues while maintaining a welcoming branch environment. This position offers growth opportunities and the chance to contribute to a positive team culture focused on service excellence and innovation. Join a forward-thinking organization that values diversity and supports your professional development through training and competitive benefits.

Qualifications

• Minimum one year of relevant experience in client-facing roles.
• Investment Funds in Canada (FIC) course required within 6 months.

Responsibilities

• Manage client onboarding and assist with digital banking services.
• Promote TD products and resolve client issues effectively.
• Collaborate with team members to enhance client experience.

Skills

Client Management

Digital Banking Services

Problem Solving

Communication Skills

Team Collaboration

Education

High School Diploma

Post-secondary Diploma or Degree

Job description

Time left to apply: End Date: July 31, 2025 (30+ days left to apply)

Job requisition id: R_1415369

Work Location:

Montréal, Quebec, Canada

Hours:

18.75

Line of Business:

Personal & Commercial Banking

Pay Details:

23.37$ / $23.37 - 31.20$ / $31.20 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are key features of the colleague experience at TD. Our policies are designed to allow colleagues to progress through the salary range over time as they advance in their roles. The actual base pay offered may vary based on skills, experience, knowledge, location, and organizational needs.

As a candidate, you are encouraged to ask questions about compensation and discuss openly with your recruiter for more details.

Job Description:

Clients

• Offer an exceptional and consistent experience during every interaction with clients and contribute to continuous improvement of the overall client experience.
• Manage the client onboarding experience, helping them use digital services, develop banking skills, and start their savings and investment journey.
• Serve as the first point of contact in the branch, providing a welcoming environment, responding to simple needs, guiding clients, and connecting them with specialists or colleagues as needed.
• Inform and advise clients on digital services to enable self-service banking.
• Ask reflective questions to understand client needs, propose solutions within your scope, and refer to specialists for needs beyond your capacity.
• Present and promote TD products and services that match client needs, focusing on banking products, personal credit, and investment products.
• Resolve client issues and connect them with specialists when necessary.
• Maintain a professional and welcoming appearance in all branch areas, adhering to guidelines and regulations.
• Handle frontline cash or account operations, establishing client relationships, providing advice, and deepening connections.

Shareholders

• Contribute to business objectives by identifying opportunities to advise and recommend, supporting growth.
• Promote the full range of products, advice, and banking services.
• Understand and apply operational policies and procedures.
• Help achieve excellence in operations.
• Ensure rapid and rigorous application of processes and procedures.
• Refer non-routine or high-risk activities to a higher level as needed.
• Ensure documents are accurate, reflect client intentions, and are properly stored.
• Support process improvements and participate in them.
• Apply necessary due diligence to ensure operational and regulatory compliance.
• Understand and respect policies on AML and other regulatory requirements.

Colleagues/Team

• Be an active team member, fostering a positive work environment focused on service, quality, innovation, and teamwork.
• Collaborate effectively to achieve results.
• Support diversity and inclusion initiatives.
• Enhance your knowledge and share expertise within the team.
• Participate in performance management and training activities.
• Keep colleagues informed about project statuses and relevant activities.
• Contribute to a fair, positive, and inclusive environment.
• Act as a brand ambassador internally and externally, following the Code of Conduct and Ethics.

Scope and Responsibilities

• Possess knowledge and skills to serve and advise clients across a broad product range.
• Understand the full product and service suite, managing low to moderate complexity or risk.
• Provide recommendations and advice, including in unusual situations.
• Assess issues and errors based on policies, procedures, or precedents.
• Work collaboratively with team members to ensure a positive client experience.
• Contribute to the quality and relevance of the client experience.
• Suggest improvements to practices and processes.
• Explain complex information clearly to team members and clients.
• Complete necessary training for various tasks.
• Report to a branch manager or assistant manager.

Experience and Education

• High school diploma.
• At least one year of relevant experience.
• Investment Funds in Canada (FIC) course or equivalent within 6 months of appointment.
• Post-secondary diploma or university degree in a related field is an asset.

Additional Information

We are excited about your interest in a career at TD. We support our colleagues through development conversations, training programs, and competitive benefits to help you succeed personally and professionally.