Personal Banking Advisor — Growth & Training

TD; United States; Remote; USD 31,000 - 42,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate for our Saint-Léonard branch in Quebec. You will guide customers to the right solutions, assist with new accounts, and provide banking product advice while delivering exceptional service.

In this role you will educate customers on digital banking, handle daily transactions, and collaborate with team members to ensure accurate processing and regulatory compliance. Strong MS Office and branch software skills are required.

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.
• Knowledge of banking solutions and processes to advise customers.
• A self-starter who works independently in a dynamic work environment.
• 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.

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 skills

MS Office proficiency

Banking knowledge

Independent work

Education

High School diploma or equivalent

Post-secondary or undergraduate degree (in related field) preferred

Tools

MS Office Suite

Branch software

Internet

Job description

TD Canada Trust is seeking a Personal Banking Associate for our Saint-Léonard branch in Quebec. You will guide customers to the right solutions, assist with new accounts, and provide banking product advice while delivering exceptional service.

In this role you will educate customers on digital banking, handle daily transactions, and collaborate with team members to ensure accurate processing and regulatory compliance. Strong MS Office and branch software skills are required.