Personal Banking Specialist — Client Solutions Advisor

TD Bank; Saint-Eustache; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate in Saint-Eustache to guide customers through financial needs, new accounts, and solutions. You will connect customers with the right specialists and support the frontline with cash and non-cash transactions while maintaining compliance.

The role emphasizes customer service excellence, product knowledge, and proactive problem solving in a friendly, team-based environment.

Qualifications

• 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.

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 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.

Skills

Customer service

MS Office

Banking solutions

Communication

Education

Post-secondary degree

IFC certification

Tools

MS Office

Banking software

Job description

TD Canada Trust is seeking a Personal Banking Associate in Saint-Eustache to guide customers through financial needs, new accounts, and solutions. You will connect customers with the right specialists and support the frontline with cash and non-cash transactions while maintaining compliance.

The role emphasizes customer service excellence, product knowledge, and proactive problem solving in a friendly, team-based environment.