Personal Banking Associate - Pointe-Claire, Colonnades (Full time)

TD Bank Group; Pointe-Claire; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Bank Group in Pointe-Claire, QC is seeking a Personal Banking Associate to help customers with accounts, banking solutions, and everyday transactions. You will guide clients to the right staff and promote digital banking while delivering friendly, knowledgeable service.

You will work in a branch, build relationships, and ensure regulatory compliance. A high school diploma and relevant experience are required; IFC licensing within 90 days is expected.

Qualifications

• High School diploma and/or 1+ years of relevant experience
• IFC licensing required within 90 days of start date
• Post-secondary degree is preferred
• Proficiency in MS Office and branch software

Responsibilities

• Engage customers in day-to-day banking needs and service transactions
• Guide customers to the right staff for solutions while maintaining confidentiality
• Educate customers on mobile, ATM, and online banking trends
• Support frontline staff with cash and non-cash transactions
• Identify improvements to branch operations to enhance customer experience
• Ensure documentation is accurate and compliant with regulations
• Promote team collaboration and ongoing performance development

Skills

Strong communication

Customer experience

Time management

Education

High School diploma

Post-Secondary degree (related field) preferred

IFC licensing within 90 days of start date

Tools

MS Office

Branch software

Internet proficiency

Job description

Work Location

Pointe Claire, 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.

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.

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.

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, ensure disciplined e