Personal Banking Associate serving TD Canada Trust customers with banking advice, transactions, and digital education. Supporting branch operations across Delson, Châteauguay, and Candiac.
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
Build customer confidence in 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
Participate in timely and accurate completion of business processes and procedures
Ensure documentation is accurate and consistent with regulations and TD's Code of Conduct and Ethics
Promote team effectiveness, participate in personal performance development, and share industry knowledge
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
Strong administration, organizational, planning and time management skills
Ability to exercise initiative and handle several tasks and changing priorities
Strong verbal and written communication skills and established customer experience skills
For roles requiring Mutual Fund licensing, applicable CIRO registration requirements must be met
Successful completion of required background screening, including criminal and credit checks
Any prior credit delinquencies must be fully resolved for at least six months before licensing can be obtained
Bilingual and francophone candidates are invited to apply; language needs will be assessed when a position becomes available
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
Regular development conversations, training programs, online learning platform, and mentoring programs
Training and onboarding sessions
Interview accommodations, including accessible meeting rooms and captioning for virtual interviews
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