Personal Banking Associate — Grow Your Client Impact

TD; Montreal (administrative region); On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust in Montréal, Quebec, is seeking a Personal Banking Associate to guide customers through new accounts, investments, and banking solutions. You’ll help connect customers to the right staff and deliver a positive, knowledgeable banking experience.

With a High School diploma and 1+ years of relevant experience, you’ll use MS Office and branch software daily, adhere to TD’s conduct standards, and build relationships by listening and advising on digital banking options.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent – within 90 days of start date.
• 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.

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 in 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.

Skills

Customer service

Communication

MS Office

Banking knowledge

Self-motivation

Time management

Attention to detail

Education

High School diploma

IFC certification

Post-secondary degree

Tools

MS Office

Branch software

Internet

Job description

TD Canada Trust in Montréal, Quebec, is seeking a Personal Banking Associate to guide customers through new accounts, investments, and banking solutions. You’ll help connect customers to the right staff and deliver a positive, knowledgeable banking experience.

With a High School diploma and 1+ years of relevant experience, you’ll use MS Office and branch software daily, adhere to TD’s conduct standards, and build relationships by listening and advising on digital banking options.