Personal Banking Associate

1 week ago

Québec, Quebec, Canada TD Bank Full time

Job Summary: We are seeking a Personal Banking Associate to guide customers to the right contact person for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions.

  • 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

Requirements: High School diploma and/or 1+ years of relevant experience, Investment Funds Canada (IFC) or equivalent, post-Secondary or Undergraduate degree (in related field) preferred, proficiency in using MS Office, branch software and internet, knowledge of banking solutions and processes to advise customers

TD is a global financial institution with over 95,000 colleagues serving over 27 million households and businesses. We are committed to customer experience and innovation, with a focus on building a positive and equitable work environment.

Total Rewards Package: Our Total Rewards package includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Colleague Development: We offer regular development conversations, training programs, and a competitive benefits plan to support our colleagues in their careers and personal lives.

Training & Onboarding: We provide training and onboarding sessions to ensure our new colleagues have everything they need to succeed in their roles.

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