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

TD Securities; Saint-Léonard-d'Aston; On-site; CAD 43,000 - 59,000; Part time

Job summary

A leading financial institution is seeking a Personal Banking Associate for a part-time position in Saint-Léonard-d'Aston. The ideal candidate will engage with customers to provide advice on banking solutions, assist in transactions, and educate on digital banking trends. This role requires strong communication skills and customer service experience, aiming to enhance the customer experience while promoting products and services. Opportunities for career development and training will be provided.

Benefits

Career development programs

Training and onboarding sessions

Qualifications

• 1+ years of relevant experience in a customer-facing role.
• Ability to build and maintain customer relationships.
• Knowledge of banking solutions and ability to advise customers.

Responsibilities

• Engage customers for day-to-day advice and service transactions.
• Guide customers to appropriate solutions for banking needs.
• Educate customers on digital banking trends.

Skills

Customer service

Communication

Organizational skills

MS Office proficiency

Time management

Education

High School diploma

Post-Secondary degree (related field)

Tools

Branch software

MS Word

MS Excel

MS Outlook

Job description

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

2 weeks ago — Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features.

Work Location

Saint‑Léonard, Quebec, Canada

Hours

37.5 hours per week

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. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Department Overview

At TD Canada Trust, we are the frontline of TD Bank. 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 to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

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

Job Description

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? 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, including new accounts, investment advice and banking solutions. Do you think you have what it takes?

In This Role, a Typical Day May Look Like:

• 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

Job Requirements

• 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 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

Language Requirement (Quebec Only)

• Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.

Seniority Level

Entry level

Employment Type

Part‑time

Job Function

Finance and Sales

Industries

Investment Banking

Additional Information

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

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programmes to help you unlock future opportunities.

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. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Contact

We look forward to hearing from you!