Personal Banking Client Advisor

RIVARD ASSURANCES GENERALES INC.; Rouyn-Noranda; On-site; CAD 42,000 - 54,000; Full time

Job summary

TD Bank in Canada is seeking a Personal Banking Associate to guide customers on new accounts, investments, and banking solutions at the Rouyn-Noranda branch. You will connect customers with the right specialists and support everyday banking needs with strong service.

You’ll engage clients with digital education, cash and non-cash transactions, and disciplined processes that uphold TD’s ethics and regulatory standards. A customer-focused, proactive mindset is essential.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months.
• Post-Secondary or Undergraduate degree (in related field) preferred.
• Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet.

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 on 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

Banking knowledge

MS Office

Education

High school diploma

Post-secondary degree preferred

Tools

MS Office

Branch software

Online banking tools

Job description

TD Bank in Canada is seeking a Personal Banking Associate to guide customers on new accounts, investments, and banking solutions at the Rouyn-Noranda branch. You will connect customers with the right specialists and support everyday banking needs with strong service.

You’ll engage clients with digital education, cash and non-cash transactions, and disciplined processes that uphold TD’s ethics and regulatory standards. A customer-focused, proactive mindset is essential.