Personal Banking Associate

6 months ago


Terrebonne, Canada The Toronto-Dominion Bank (Canada) Full time

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 Understand and apply operating policies and procedures 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 colleagues.

TD is deeply 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.

Our 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’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
 

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process 
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.


Accommodation
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.

We look forward to hearing from you

Language Requirement:

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français./This position requires proficiency in a language other than French to support or deal with employees who require services and support in a language other than French.

  • Terrebonne, Canada BMO Financial Group Full time

    1141 Montee des Pionniers Terrebonne Quebec,J6V 0E1 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...


  • Terrebonne, Quebec, Canada TD Bank Full time

    Experienced banking professional sought to build and maintain impactful relationships with customers, provide financial guidance, and resolve customer queries in a dynamic work environment.About the Role:Establish and maintain relationships with customers to understand their financial needs and provide tailored solutions.Guide customers to the appropriate...

  • Banking Advisor

    4 weeks ago


    Terrebonne, Quebec, Canada National Bank Full time

    Job Title: Banking AdvisorJob Summary:We are seeking a Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and financial guidance to our clients. You will work closely with our clients to understand their financial goals and develop personalized solutions to meet their...


  • Terrebonne, Quebec, Canada National Bank Full time

    About the Role:We are seeking a highly skilled and motivated Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional client service and support to our clients in the area of personal banking.Key Responsibilities:Provide personalized banking solutions to clients, including transaction,...

  • Banking Advisor

    5 months ago


    Terrebonne, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: -...


  • Terrebonne, Quebec, Canada National Bank Full time

    About the RoleThe National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will play a key role in providing exceptional client service and support to our clients.Key ResponsibilitiesProvide personalized banking solutions to clients, including transaction, investment, and personal financing services.Develop and maintain...


  • Terrebonne, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs a Banking Advisor at Royal Bank of Canada, you will have the opportunity to work with clients to understand their financial needs and provide personalized solutions to help them achieve their goals.Key Responsibilities: Proactively engage with clients to understand their banking needs and provide advice on financial products and...

  • Personal Banker

    5 months ago


    Terrebonne, Canada BMO Financial Group Full time

    1000 boul Moody Terrebonne Quebec,J6W 3Z5 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...


  • Terrebonne, Quebec, Canada National Bank Full time

    About the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.Key Responsibilities:Listen to clients' needs and resolve complex situations.Offer advice and solutions for clients'...


  • Terrebonne, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs a Banking Financial Advisor at Royal Bank of Canada, you will have the opportunity to work with clients in all areas of the branch and in the community, uncovering their banking needs, providing help and advice, and identifying sales and referral opportunities.Key Responsibilities: Proactively engage with clients to understand...


  • Terrebonne, Quebec, Canada Royal Bank of Canada> Full time

    Royal Bank of Canada is seeking a highly skilled Banking Financial Consultant to join our team in Terrebonne, Quebec.Job SummaryThis is an exciting opportunity for candidates to express their interest in current and future positions in the following locations: Terrebonne, Lachenaie, Mascouche, Repentigny.We are looking for a professional who can attract,...


  • Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated Banking Relationship Manager to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesProactively engage...


  • Terrebonne, Canada National Bank of Canada Full time

    A career as Account Manager in the Commercial & Private Banking team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects. **Your Job**: - Identify and develop business opportunities in your...


  • Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:This role is an excellent chance for candidates to showcase their client-focused sales expertise and natural problem-solving skills. As a Banking Advisor at Royal Bank of Canada, you will be responsible for helping clients with their everyday banking, credit, and investment needs. You will add value in the moments that matter most to clients...


  • Terrebonne, Quebec, Canada National Bank Full time

    About the RoleThe National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and financial guidance to our clients.Key ResponsibilitiesListen to clients' needs and resolve complex situations.Provide advice and offer appropriate solutions for Personal and Small...


  • Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job DescriptionRoyal Bank of Canada is seeking a highly motivated and client-focused Banking Advisor to join our team in Terrebonne, Lachenaie, Mascouche, or Repentigny. This exciting opportunity will allow you to develop your skills in sales, problem-solving, and relationship-building while making a meaningful impact on clients' lives.As a Banking Advisor,...

  • Banking Advisor

    4 months ago


    Terrebonne, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the following locations: Terrebonne, Lachenaie, Mascouche, Repentigny**What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction....


  • Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Are you passionate about helping clients achieve their financial goals?Job OverviewRoyal Bank of Canada is seeking a highly motivated Business Development Representative to join our team in Terrebonne, Quebec.About the RoleThis role will focus on building strong relationships with clients and providing them with expert advice on their banking needs. As a...


  • Terrebonne, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs a Royal Bank of Canada Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key Responsibilities: Provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. Use...


  • Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job OpportunityAt Royal Bank of Canada, we are seeking a highly skilled and motivated Expert Banking Advisor to join our team. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients, providing them with expert advice and guidance to help them achieve their financial goals.Key...