Customer-Focused Personal Banking Associate

Location: Quebec

Join TD Canada Trust as a Personal Banking Associate and enhance customer relationships while supporting their financial needs in Tracy, Quebec. This role emphasizes customer engagement, digital banking education, and effective problem resolution.

As a Personal Banking Associate, you will help customers navigate their banking queries while establishing impactful relationships. The role involves understanding customer needs and guiding them to suitable solutions, including investment advice and new accounts. You will be integral in promoting branch operations and enhancing overall customer experience.

Key Responsibilities:

• Engage with customers on service transactions and banking solutions

• Assist customers in navigating digital banking and education

• Maintain accurate documentation reflecting business intents

• Support frontline staff with transactions and critical issues

• Recommend operational improvements to enhance customer experience

Requirements:

• High School diploma with 1+ years of relevant experience

• Investment Funds Canada (IFC) certification within 90 days

• Proficiency in MS Office and banking software

• Strong communication skills for customer engagement

• Ability to manage multiple tasks and changing priorities

Bring your passion for client relationships and effective banking solutions to TD in Tracy!
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