Personal Banking Associate

3 weeks ago

Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Job Title: Personal Banking Associate

We are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch office, you will be responsible for establishing and maintaining impactful relationships with our customers, guiding them to the appropriate staff member for resolving their financial queries and banking needs.

Key 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
Requirements:
  • 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 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
About Us:

The Toronto-Dominion Bank (Canada) 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 colleagues.

We are committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

We offer a Total Rewards package that reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

We are an equal opportunities employer and welcome applications from diverse candidates. If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

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