Personal Banking Associate Estrie
Listed on 2025-12-30
-
Customer Service/HelpDesk
Bilingual, Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Banking & Finance
Overview
Personal Banking Associate, Full-time (Future Opportunities) – Estrie at TD Canada Trust.
Location:
Sherbrooke, Quebec, Canada.
- Employment type:
Full-time - Location:
Sherbrooke, Quebec, Canada - Line of Business:
Personal & Commercial Banking - Pay details: CAD 43,900 – CAD 58,600; base pay offered may vary based on candidate's skills and experience, job-related knowledge, geographic location, and other business needs
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
Job DescriptionWe 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.
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
- 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
- Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.
Accommodation requests are welcomed to help remove barriers from the interview process. We will reach out to candidates of interest to schedule an interview and strive to communicate outcomes by email or phone.
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