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Full-Time
On-Site

Personal Banking Associate (Pipeline) - Montreal West (full-time and part-time)

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Description

This role involves engaging customers daily for advice, service transactions, and digital education. The associate will help customers with financial queries, new accounts, investment advice, and banking solutions, guiding them to appropriate staff members while ensuring a positive customer experience. They will also support frontline staff with transactions, resolve critical issues, recommend process improvements, and contribute to a positive work environment.

What We're Looking For

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 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.

Ideal Candidate

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.

Minimum Education

High School Diploma, Post-Secondary/Undergraduate Degree (preferred)

Hard Skills

MS Office (Word
Excel and Outlook)
branch software
internet
knowledge of banking solutions and processes

Soft Skills

Administration
organizational
planning
time management
influencing
can-do attitude
initiative
multitasking
strong communication
customer experience skills
team effectiveness
sharing industry knowledge

Work Hours

37.5 hours/week

Benefits

Base salary
variable compensation
health and well-being benefits
savings and retirement programs
paid time off
banking benefits and discounts
career development
reward and recognition programs
training and onboarding.

Special Commitments

Ensuring documentation accuracy and consistency with relevant regulations and TD's Code of Conduct and Ethics.

Also Available At

About the Company

T

The Toronto-Dominion Bank

The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.

Inclusive
Community-focused
Professional
Growth-oriented
Caring
View all jobs at The Toronto-Dominion Bank

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