Personal Banking Associate - (Future Opportunities) - Montreal - Inviting Applicants who identi[...]

TD; Canada; On-site; CAD 49,000 - 61,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Personal Banking Associate to enhance customer experience through effective service transactions and digital education. The ideal candidate will possess strong communication skills, experience in customer service, and a high school diploma. Join our team to foster deep customer relationships and promote banking solutions in a dynamic environment.

Qualifications

• Must have high school diploma and 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent required within 6 months.
• Prefer post-secondary or undergraduate degree in related field.

Responsibilities

• Engage customers in banking solutions and service transactions.
• Guide customers to appropriate solutions and maintain confidentiality.
• Educate customers on digital banking options and trends.
• Resolve critical issues for frontline staff.
• Recommend operational improvements for enhanced customer experience.

Skills

Customer service skills

Communication skills

MS Office proficiency

Organizational skills

Problem resolution

Education

High school diploma

Post-secondary degree

Job description

Job Title

Personal Banking Associate

Work Location

Montréal, Quebec, Canada

Hours

37.5 hours per week

Line of Business

Personal & Commercial Banking

Pay Details

Pay range: 49,500 $ – 61,000 $ CAD per year. The base pay offered may vary based on experience, skills, and location.

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.

Core 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.

Job Requirements

• High school diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent – post‑appointment within 6 months.
• Preferred: Post‑secondary or undergraduate degree in a related field.
• Proficiency in using MS Office (Word, Excel, 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.

Inclusion and Diversity Statement

This particular posting is open to those who identify as First Nation (Status and Non‑Status), Inuit, and Métis with interest in the Personal Banking Associate role. For other opportunities, visit the TD Career Site.

Language Requirement (Quebec only)

We invite bilingual and francophone applicants. When a position becomes available, an evaluation of language needs will determine if knowledge of a language other than French is required.

Accommodation

Your accessibility is important to us. Please let us know if you would like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers during the interview process.