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

TD Bank Group; Montreal; Sur place; CAD 45 700 - 61 000; Plein temps

Résumé du poste

The Toronto-Dominion Bank (Canada) is seeking a customer-oriented professional in Saint-Léonard, Quebec. The role involves engaging customers for advice, education on digital banking solutions, and supporting staff with financial transactions.

Ideal candidates will have a High School diploma and experience in customer service, with proficiency in MS Office and a strong ability to communicate. Responsibilities also include ensuring documentation accuracy and recommending operational improvements.

Qualifications

• 1+ years of experience in a customer-facing role.
• Ability to learn banking solutions and processes.
• Investment Funds Canada (IFC) certification required post-appointment.

Responsabilités

• Engage customers with day-to-day banking advice.
• Educate customers about digital banking solutions.
• Support frontline staff with cash and non-cash transactions.

Connaissances

Customer experience skills

Proficient in MS Office

Strong communication

Organizational skills

Formation

High School diploma

Post‑secondary degree

Outils

MS Office (Word, Excel, Outlook)

Branch software

Description du poste

Work Location: Saint‑Léonard, Quebec, Canada

Hours: 37.5

Pay Details: 45700 – 61000 CAD per year

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 scheduled cash and non‑cash transactions; resolve critical 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

Qualifications

• High School diploma and/or 1+ years of relevant experience
• Investment Funds Canada (IFC) or equivalent – post‑appointment within 6 months
• Post‑secondary or undergraduate degree (in related field) preferred
• Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
• Knowledge of banking solutions and processes to advise customers
• A self‑starter who works independently in a dynamic work environment through strong administration, organizational, planning and time‑management skills
• A dynamic, diligent, and effective influencer with a can‑do attitude to exercise initiative and handle several tasks and changing priorities
• A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous and effective manner