Accounting & Finance

Personal Banking Associate Customer Advice

Superprof

Baie D'Urfé · Montreal (Administrative Region) · Canada

Customer advice and digital banking define this full-time Personal Banking Associate opportunity with TD. Help clients resolve financial needs while guiding them toward appropriate solutions.

As a Personal Banking Associate, you will support branch customers with day-to-day advice, service transactions, digital education, and problem resolution. You will understand customer needs, exercise judgement with confidential matters, and connect people with appropriate staff. The position also supports frontline transactions, documentation, business procedures, and branch improvements.

Key Responsibilities:

  • Engage customers in advice, transactions, education, and problem resolution
  • Guide customers toward appropriate banking contacts and solutions
  • Build confidence in mobile, ATM, and online banking
  • Support scheduled cash and non-cash frontline transactions
  • Recommend branch process improvements for customer experience

Requirements:

  • High School diploma and/or one year relevant experience
  • Complete IFC or equivalent within 90 days
  • Post-Secondary or Undergraduate degree preferred
  • Proficiency with MS Office, branch software, and internet
  • Strong communication, organization, planning, and time management skills

Apply customer experience, banking knowledge, and digital education skills as a Personal Banking Associate supporting TD clients.

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Reference: WJ-291_12087078

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