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TD Bank

Offers banking, loans, and wealth management.

Personal Banking Associate

Retail & Commercial BankingPosted on Nov 9
Part-timeMontreal, QC, CanadaCA$23.37 - CA$31.20In-person

About the Job

Requirements

  • A high school diploma or at least one year of relevant experience is required.
  • Investment Funds Canada certification or equivalent must be obtained within 90 days of the start date.
  • Proficiency using Microsoft Office (Word, Excel, and Outlook), branch software, and the internet is required.
  • Knowledge of banking solutions and processes is required to advise customers.
  • The role requires strong administration, organizational, planning, and time-management skills to work independently in a dynamic environment.
  • The role requires initiative and the ability to handle multiple tasks and changing priorities.
  • The role requires customer-experience skills and the ability to communicate verbally and in writing with customers and related teams courteously and effectively.
  • For roles requiring mutual-fund licensing, applicable registration requirements with the Canadian Investment Regulatory Organization must be met; licensing registration requires successful background screening, including criminal and credit checks, and prior credit delinquencies must have been fully resolved for at least six months.
  • For Quebec-based client support, proficiency in a language other than French is required to support or serve clients needing service in another language.

Responsibilities

  • Engage customers on day-to-day advice needs, service transactions, digital education, and problem resolution related to banking solutions.
  • Understand customer needs and guide them to the appropriate contact for solutions while exercising sound judgment in confidential matters.
  • Educate customers on mobile, ATM, and online banking to build confidence in emerging digital banking trends.
  • 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 operational excellence.
  • Complete business processes and procedures accurately and on time.
  • Ensure prepared documentation is accurate, reflects business intentions, and complies with relevant regulations and TD's Code of Conduct and Ethics.
  • Promote team effectiveness, participate in personal performance development, and share industry knowledge to achieve common objectives.

Desired Qualifications

  • A post-secondary or undergraduate degree in a related field is preferred.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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