Personal Banking Associate: Digital Banking & Client Care

OCPA; Saint-Jean-sur-Richelieu; On-site; CAD 45,000 - 65,000; Full time

Job summary

TD Bank is seeking a Personal Banking Associate to engage customers, guide them to the right staff, and support daily banking needs at the Saint-Jean-sur-Richelieu branch. The role focuses on service transactions, digital education, and building trust with clients.

Candidates should demonstrate strong communication and organizational skills, plus the ability to handle confidential information, while contributing to a positive branch culture and compliant operations.

Qualifications

• High school diploma or equivalent; post-secondary degree preferred.
• Strong customer service mindset with ability to resolve inquiries.
• Proficiency in MS Office and branch software systems.
• Excellent verbal and written communication skills, with discretion in confidential matters.
• Ability to work independently in a dynamic branch environment.

Responsibilities

• Guide customers to the appropriate staff for banking needs, including new accounts and investments.
• Engage in day-to-day advice, service transactions, and digital banking education.
• Support frontline staff with cash and non-cash transactions and resolve issues.
• Promote TD's products and services while ensuring compliance with policies.
• Contribute to process improvements to enhance customer experience.

Skills

Customer service

Communication

Time management

Adaptability

Education

High School diploma or equivalent

Post-secondary degree preferred

Tools

MS Office

Branch software

Job description

TD Bank is seeking a Personal Banking Associate to engage customers, guide them to the right staff, and support daily banking needs at the Saint-Jean-sur-Richelieu branch. The role focuses on service transactions, digital education, and building trust with clients.

Candidates should demonstrate strong communication and organizational skills, plus the ability to handle confidential information, while contributing to a positive branch culture and compliant operations.