Personal Banking Associate: Build Client Relationships

Superprof; Sainte-Julie; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Career development

Employee banking discounts

Job summary

TD is seeking a Personal Banking Associate to join our Saint-Bruno-Montarville branch. You will guide customers through banking needs, open new accounts, discuss investment options, and connect clients with the right staff for tailored solutions.

You’ll promote digital banking and assist with day-to-day transactions in a collaborative team setting. You’ll excel with strong communication, 1+ years of experience, and a solid knowledge of banking processes.

Qualifications

• High School diploma or equivalent with at least 1+ years of relevant experience
• IFC or equivalent – post-appointment within 6 months
• Post-secondary degree preferred
• Proficiency with MS Office and branch software
• Knowledge of banking solutions to advise customers
• A self-starter who can work independently in a dynamic environment
• Strong communication and customer experience skills

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 cash and non-cash transactions; resolve 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

Communication skills

Customer service

MS Office

Banking knowledge

Independent worker

Education

High School Diploma

Post-secondary degree preferred

Tools

Branch software

Internet knowledge

Job description

TD is seeking a Personal Banking Associate to join our Saint-Bruno-Montarville branch. You will guide customers through banking needs, open new accounts, discuss investment options, and connect clients with the right staff for tailored solutions.

You’ll promote digital banking and assist with day-to-day transactions in a collaborative team setting. You’ll excel with strong communication, 1+ years of experience, and a solid knowledge of banking processes.