Personal Banking Associate - Mont-Royal (full-time)

TD Bank Group; Montreal; Sur place; CAD 46 000 - 61 000; Plein temps

Résumé du poste

TD Bank Group in Montréal, QC is seeking a Personal Banking Associate to deliver exceptional service at the branch. You will guide customers to the right staff for banking needs, including new accounts and investment advice, while promoting TD solutions and maintaining regulatory standards.

In this role you will assist with day-to-day transactions, educate customers on digital banking, and support frontline staff to ensure accurate processing and a positive customer experience at TD Canada Trust.

Qualifications

• High School diploma or equivalent with 1+ years of relevant experience.
• IFC license within 90 days of start date required.
• Post-secondary degree preferred.
• Proficiency in MS Office, branch software and internet

Responsabilités

• Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution.
• Understand customer needs and guide to the right contact for solutions while exercising good judgement in confidential matters.
• Build customer confidence in digital banking trends by educating on mobile, ATM and online banking.
• Support frontline staff with scheduled cash and non-cash transactions; resolve issues and report non-standard matters to management.
• Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve efficiency.
• Participate in the timely completion of business processes and ensure documentation is accurate and compliant with regulations and TD's Code of Conduct.

Connaissances

Customer service

Strong communication

Time management

Organizational skills

Independent work

Formation

High School diploma

Post-secondary degree preferred

Outils

MS Office

Branch software

Internet proficiency

Description du poste

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

45 700$/$45,700 - 61 000$/$61,000 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.

Job Description:

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 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

Job Requirements:

• 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

Licensing Requirements

For roles requiring Mutual Fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) must be met. Licensing registration is subject to successful completion of required background screening, including criminal and credit checks. Any prior credit delinquencies must be fully resolved for at least six months before licensing can be obtained.

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Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, en