Personal Banking Associate

4 weeks ago

Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

Job Summary

We are seeking a highly motivated 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, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Total Rewards Package

Our Total Rewards package 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.

Additional Information

We are committed to providing the support our colleagues need to thrive both at work and at home. Through regular development conversations, training programs, and a competitive benefits plan, we are dedicated to helping our colleagues succeed in their careers and personal lives.

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