Accounting & Finance

TD Personal Banking Associate

Sitly

Vaudreuil Dorion · Montérégie · Canada

Guide customers through banking solutions as a Personal Banking Associate at TD, using customer service and digital banking skills. Support branch customers with financial needs.

This Personal Banking Associate role serves customers through advice, transactions, digital education, and problem resolution. You will understand customer needs, guide them to appropriate contacts, and support frontline staff. The position also involves banking processes, documentation, and customer experience improvements.

Key Responsibilities:

  • Engage customers in advice, transactions, and banking problem resolution
  • Guide customers toward appropriate banking solutions and contacts
  • Educate customers about mobile, ATM, and online banking
  • Support scheduled cash and non-cash frontline transactions
  • Recommend improvements to branch operations and processes

Requirements:

  • High School diploma and/or one year relevant experience
  • Investment Funds Canada or equivalent within 90 days
  • Proficiency with Microsoft Office, branch software, and internet
  • Knowledge of banking solutions and processes
  • Strong communication, organization, planning, and time management skills

Use customer experience, digital education, and banking knowledge to help TD customers find appropriate financial solutions.

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Reference: WJ-291_12123660

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