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Personal Banking Associate (Future opportunities) - Montreal Downtown (full-time)

TD Bank

Montreal

On-site

CAD 43,000 - 59,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a Personal Banking Associate to join their vibrant team in Montreal. This role is pivotal in fostering strong relationships with customers through exceptional service and guidance on banking solutions. You will engage with customers daily, helping them navigate digital banking trends and resolving their inquiries efficiently. With a focus on personal development and a commitment to employee well-being, this opportunity offers a supportive environment where you can thrive. If you are passionate about customer service and eager to make a difference in people's financial journeys, this role is perfect for you.

Benefits

Training and Onboarding
Career Development Opportunities
Competitive Benefits Plan
Support for Accessibility Needs

Qualifications

  • High School diploma required, with 1+ years of relevant experience.
  • Proficiency in MS Office and knowledge of banking solutions is essential.

Responsibilities

  • Engage customers with advice, service transactions, and digital education.
  • Guide customers to appropriate staff for financial queries and services.

Skills

Customer Service
Communication Skills
MS Office Proficiency
Banking Solutions Knowledge
Organizational Skills

Education

High School Diploma
Investment Funds Canada (IFC)

Tools

MS Office (Word, Excel, Outlook)
Branch Software
Internet Tools

Job description

Personal Banking Associate (Future opportunities) - Montreal Downtown (full-time)

Work Location: Montréal, Quebec, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: 43,700$ - 58,200$ CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.

Job Description:

At TD Canada Trust, we strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Can you establish, build, and maintain impactful relationships with our customers? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs.

In this role, a typical day may look like:

  1. Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
  2. Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.
  3. Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking.
  4. Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management.
  5. Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence.
  6. Participate in the timely and accurate completion of business processes and procedures.
  7. Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics.
  8. Help build a positive and equitable work environment by promoting team effectiveness and participating in personal performance development.

Job Requirements:

  1. High School diploma and/or 1+ years of relevant experience.
  2. Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months.
  3. Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet.
  4. Knowledge of banking solutions and processes to advise customers.
  5. A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills.
  6. A strong communicator with established customer experience skills.

Who We Are:

TD is one of the world's leading global financial institutions. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them achieve their financial, physical, and mental well-being goals.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers.

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