Full-Time

Personal Banking Associate

Confirmed live in the last 24 hours

TD Bank

TD Bank

10,001+ employees

Personalized wealth management and financial planning

Compensation Overview

CA$45.7k - CA$61k/yr

Junior

Brossard, QC, Canada

Category
Commercial Banking
Finance & Banking
Requirements
  • High School diploma and/or 1+ years of relevant experience
  • Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months
  • 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
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 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 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
Desired Qualifications
  • Post-Secondary or Undergraduate degree (in related field) preferred

TD Bank provides wealth management services to help Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique financial goals through a detailed discovery process that incorporates behavioral finance. This process results in a personalized Wealth Personality™ profile, which guides the creation of a customized wealth plan. TD Bank focuses on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Their goal is to offer relevant and tailored financial advice that evolves with the client's life priorities.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Digital banking adoption is driving demand for enhanced mobile banking features.
  • Open banking allows TD Bank to collaborate with fintech for personalized services.
  • Sustainability trends support TD Bank's focus on green finance initiatives.

What critics are saying

  • Competition from fintechs pressures TD Bank to innovate rapidly.
  • Rising interest rates may reduce demand for new home loans.
  • Remote work trends could impact TD Bank's commercial real estate investments.

What makes TD Bank unique

  • TD Bank is leveraging AI for advanced fraud detection and prevention.
  • The bank is integrating ESG criteria into its lending and investment decisions.
  • TD Bank is exploring blockchain for cross-border transaction efficiency.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

Company News

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