Personal Banking Associate - Peel & Ottawa (part-time)

TD Bank; Montreal; On-site; CAD 45,000 - 61,000; Part time

Job summary

A leading bank is seeking a Personal Banking Associate in Montreal to enhance customer experiences and support branch operations. The role involves onboarding customers, promoting banking products, and ensuring compliance with policies. Candidates will benefit from training and a commitment to diversity and inclusion.

Benefits

Flexible work arrangements

Training and onboarding

Mentorship and online learning resources

Accessibility accommodations

Qualifications

• 1+ years relevant experience required.
• Investment Funds Canada (IFC) certification within 6 months.

Responsibilities

• Create exceptional customer experiences and contribute to branch improvements.
• Educate customers on digital tools and promote self-service options.
• Support transactions and deepen customer relationships.

Skills

Customer Service

Communication

Problem Solving

Education

High school diploma

Post-secondary degree

Job description

Personal Banking Associate - Peel & Ottawa (part-time)

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Remote type: On Site | Locations: Montréal, Québec | Time type: Part time | Posted on: Posted Yesterday | End Date: June 23, 2025 (30+ days left to apply) | Job requisition id: R_1420422

Work Location:

Montréal, Quebec, Canada

Hours:

18.75

Line of Business:

Personal & Commercial Banking

Pay Details:

Starting at $45,700 CAD, up to $61,000 CAD, with variations based on skills and experience

TD is committed to fair and equitable compensation and offers growth opportunities and skill development. The actual offer may vary based on various factors. Candidates are encouraged to discuss compensation with recruiters.

Job Description:

Customer Responsibilities

1. Create an exceptional customer experience and contribute to branch improvements.
2. Lead onboarding, helping customers become digitally enabled and start their banking journey.
3. Represent the branch, welcoming customers, addressing needs, and facilitating introductions for seamless service.
4. Educate customers on digital tools and promote self-service options.
5. Understand customer needs through thoughtful questions and provide appropriate solutions or refer to specialists.
6. Promote TD Bank products aligned with customer needs, focusing on everyday banking, lending, and investing.
7. Resolve customer issues or escalate as needed, ensuring professional and inviting branch environments.
8. Support transactions and deepen customer relationships through advice and service.

Shareholder & Business Growth

1. Identify advice opportunities and promote products and services.
2. Understand policies and contribute to operational excellence.
3. Support accurate business processes and escalate risks appropriately.
4. Maintain documentation and support process improvements.
5. Ensure compliance with AML, regulatory policies, and ethical standards.

Team & Culture

1. Participate actively in team and support a positive, inclusive environment.
2. Collaborate effectively with colleagues and support diversity and inclusion efforts.
3. Enhance knowledge and participate in development activities.
4. Communicate effectively about projects and activities.

Additional Requirements & Benefits

• High school diploma and/or 1+ years relevant experience.
• Investment Funds Canada (IFC) or equivalent certification within 6 months.
• Post-secondary degree preferred.
• Training and onboarding provided.
• Regular development conversations, mentorship, and online learning resources.
• Flexible work arrangements (hybrid, onsite, remote).
• Commitment to diversity, equity, and inclusion, with community engagement through the TD Ready Commitment.
• Accessibility accommodations available during the hiring process.

We look forward to your application!