Personal banking associate Estrie Job Montérégie area,Province de Québec Canada,Finance & Banking

Position: Personal banking associate, full time (future opportunities Estrie

Description

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?

In this role, a typical day may look like:

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

Job Requirements:

High School diploma and/or 1+ years of relevant experience

Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months

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

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

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional…