Personal Banking Associate

2 weeks ago

Montréal, Canada TD Bank Full time

Work Location:
Montréal, Quebec, Canada

Hours:
37.5

Line of Business:
Personal & Commercial Banking

Pay Details:
**Job Description**:
KEY ACCOUNTABILITIES

CUSTOMER
- Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience
- Act as the premier lobby leadership branch representative, by greeting and engaging customers in a range of advice, service, educational, digital, and informational conversations
- Use ability to discover and advise on meeting/exceeding customer needs by asking curious questions
- Train and educate customers on mobile, ATM, and online banking, as well as building customer-centric confidence with digital and emerging banking trends
- Educate and promote TD Bank products and services which align to customer needs, with specific focus on Everyday Banking products (e.g., chequing, savings, credit cards, etc.) as well as personal unsecured lending
- Point of contact for all customer problems, ensuring concerns are handled appropriately and within a timely fashion, escalating where necessary
- Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines
- Support the frontline with transactions, both cash and non-cash, as scheduled

SHAREHOLDER
- Contribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth
- Promote full suite of products, advice, services and banking capabilities
- Contribute to business objectives for Operational Excellence
- Support the timely and accurate completion of business processes and procedures
- Escalate non-standard or high-risk transactions / activities as necessary
- Ensure documentation that is prepared / completed is accurate and properly reflects customer / business intentions and is consistent with relevant rules / regulations
- Support and participate in process improvement opportunities
- Ensure necessary due diligence to support the accuracy of all customer transactions / activities
- Be knowledgeable of and comply with Bank Code of Conduct

EMPLOYEE / TEAM
- Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
- Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH
- Requires developed knowledge and skills to offer service and advice for a range of product and services
- Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity / risk
- Provides recommendations and guidance to customers and / or internal partners
- Provides solutions to problems in customer situations that are atypical or infrequent, or not covered by stated processes
- Evaluates issues, errors and problems based on practices and existing precedents or procedures
- Understands how the customer or advice team integrates with others to accomplish team objectives
- Impacts the quality, timeliness and effectiveness of the advice team or services provided to customers
- Suggests improvements to work practices and advice or customer service processes to achieve results or improve efficiency of the sales Explains detailed and/or complicated information within the team; builds working relationships with customers and related teams
- Requires full proficiency gained through job related training to perform a range of activities
- Generally reports to an Assistant Branch Manager or Branch Manager

EXPERIENCE & EDUCATION
- High School diploma and/or
- 1+ years of relevant experience
- Post-Secondary or Undergraduate degree (in related field) preferred

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleag

  • Personal Banking Associate

    6 days ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **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 understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **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 understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **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 understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    3 days ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **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 understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada TD Bank Full time

    405347BR Retail Banking - Customer Service Montreal, QC April 4, 2023 Company Overview 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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...

  • Personal Banking Associate

    3 days ago

    Montréal, Canada TD Bank Full time

    410808BR Retail Banking - Customer Service Montreal, QC June 1, 2023 Company Overview 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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...

  • Personal Banking Associate

    3 days ago

    Montréal, Canada TD Bank Full time

    410648BR Retail Banking - Customer Service Montreal, QC June 1, 2023 Company Overview 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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...

  • Personal Banking Associate

    3 days ago

    Montréal, Canada TD Bank Full time

    407700BR Retail Banking - Customer Service Montreal, QC May 4, 2023 Company Overview 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 understanding their needs and providing personalized financial solutions, our purpose is to help our customers and...

  • Personal Banking Associate

    4 days ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **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 understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **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 understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate Trainee

    5 days ago

    Montréal, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **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 understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    6 days ago

    Montréal, Canada BMO Financial Group Full time

    5353 Chemin Queen Mary Montreal Quebec,H3X 1V2 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    5 days ago

    Montréal, Canada BMO Financial Group Full time

    511, boulevard des Laurentides St-Jerome Quebec,J7Z 4L9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    180 Peel Street Montreal Quebec,H3C 2G7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...

  • Personal Banking Associate

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    1800 Jean Talon East Montreal Quebec,H2E 1T5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    3 days ago

    Montréal, Canada BMO Financial Group Full time

    520 rue Jean Talon Montreal Quebec,H3N 1R5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    3 days ago

    Montréal, Canada BMO Financial Group Full time

    5145, chemin-Cote des-Neiges Montreal Quebec,H3T 1X9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    3 days ago

    Montréal, Canada BMO Financial Group Full time

    35, rue Blainville ouest Ste-Therese Quebec,J7E 1X1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    35, rue Blainville ouest Ste-Therese Quebec,J7E 1X1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    4 days ago

    Montréal, Canada BMO Financial Group Full time

    2001 Mont-Royal Ave East Montreal Quebec,H2H 1J6 Mobilité pour le Marché Est de l'ile & Lanaudière Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners...