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Job summary

The Personal Banking Associate performs customer service transactions and provides information on financial products to build long-lasting relationships. They also guide customers to appropriate team members for specialized needs while educating them on digital banking tools.

Job details

Work Location: Montréal, Quebec, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 45,700.00$/$45,700.00 - 61,000.00$/$61,0000.00 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: 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 performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact. Job Description: Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes? In this role, a typical day may look like: • 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 in 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 Job Requirements: • High School diploma and/or 1+ years of relevant experience • Investment Funds Canada (IFC) or equivalent – within 90 days of start date • 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 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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. 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. Learn more 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. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. 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. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 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 (Quebec only): Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.

What you’ll do

The Personal Banking Associate performs customer service transactions and provides information on financial products to build long-lasting relationships. They also guide customers to appropriate team members for specialized needs while educating them on digital banking tools.

Requirements

Candidates must have a high school diploma and at least one year of relevant experience, with a post-secondary degree preferred. Proficiency in MS Office and the ability to obtain Investment Funds Canada (IFC) certification within 90 days are required.

Benefits

• Health and well-being benefits • Savings and retirement programs • Paid time off • Banking benefits and discounts • Career development • Reward and recognition programs

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Regulatory Compliance · Preferred
• Cash handling · Preferred
• MS-Office · Preferred
• Communication · Preferred
• Team Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Financial advice
• Relationship management
• Digital banking education
• Cash handling
• Problem resolution
• Communication
• Administration
• Time management
• Influencing
• MS Office
• Banking solutions
• Regulatory compliance
• Team collaboration
• Mentorship
• Business Process
• Planning
• Management
• Operations
• Problem Solving
• Operational Excellence
• Training And Development
• Investments
• Microsoft Excel
• Ethical Standards And Conduct
• Microsoft Outlook
• Microsoft Office
• Customer Service
• Time Management
• Self-Starter
• Creativity
• Time Off Management
• Financial Institution
• Learning Platforms
• Digital Banking
• Employee Onboarding
• Commercial Banking
• Retail Banking
• Banking
• Automated Teller Machine
• Customer Relationship Building
• Product Promotion
• Basic Internet Skills
• Team Effectiveness

Job areas

• Finance & Accounting
• Customer Service & Support
• Retail
• Personal Banking Associate
• Personal Banker
• Bank Tellers and Related Clerks
• Securities, Commodities, and Financial Services Sales Agents