Personal Banking Associate — Growth & Customer Impact

TD Bank Group; Montreal; On-site; CAD 32,000 - 43,000; Full time

Job summary

TD Bank Group in Montreal is seeking a Personal Banking Associate to support customers with banking needs, new accounts, and investment guidance. You will guide customers to the right specialists for tailored solutions while maintaining compliance and confidentiality.

The role emphasizes relationship-building, product promotion, and delivering a positive customer experience at the branch.

Qualifications

• High school diploma or equivalent plus 1+ years of relevant experience.
• IFC or equivalent certification within 90 days of start date.
• Post-secondary degree preferred in related field; strong computer skills required.

Responsibilities

• Engage customers with day-to-day inquiries, transactions, and digital education.
• Refer customers to the right staff for solutions and products.
• Promote TD digital banking and educate customers on mobile and online tools.
• Support frontline staff with cash and non-cash transactions and report issues.

Skills

Customer service

MS Office

Banking knowledge

Communication

Time management

Education

High School diploma

Post-secondary degree preferred

IFC certification within 90 days

Tools

Branch software

MS Office (Word/Excel/Outlook)

Job description

TD Bank Group in Montreal is seeking a Personal Banking Associate to support customers with banking needs, new accounts, and investment guidance. You will guide customers to the right specialists for tailored solutions while maintaining compliance and confidentiality.

The role emphasizes relationship-building, product promotion, and delivering a positive customer experience at the branch.