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Personal Banking Associate
| Company | TD Bank |
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| Location | Montreal, QC, Canada |
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| Salary | $45700 – $61000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior |
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Requirements
- High School diploma
- 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
Responsibilities
- Create a consistent and exceptional customer experience with every customer interaction
- Leads the customer onboarding experience
- Act as the premier branch representative
- Educate and activate Digital advice
- Ask thoughtful questions to uncover and understand Customer needs
- Educate and promote TD Bank products and services
- Take ownership of resolving customer problems
- Maintain a professional and inviting space in all common areas of the branch
- Support the frontline with both cash and non-cash transactions
- Contribute to the achievement of business objectives by identifying advice opportunities and referrals
- Promote full suite of products, advice, services and banking capabilities
- Understand and apply operating policies and procedures
- Contribute to business objectives for Operational Excellence
- Support the timely and accurate completion of business processes and procedures
- Escalate non-standard or high-risk transactions / activities as necessary
- Ensure documentation that is prepared and completed is accurate
- Support and participate in process improvement opportunities
- Ensure necessary due diligence to support the accuracy of all customer transactions / activities
- Assume responsibility to minimize operation and regulatory risk
- Know and comply with AML and Regulatory policies and procedures
- Participate fully as a member of the team
- Collaborate with branch colleagues to move with speed and get things done
- Demonstrate inclusivity by taking meaningful action to support colleagues and customers
- Support the team by continuously enhancing knowledge / expertise in own area
- Participate in personal performance management and development activities
- Keep others informed and up-to-date about the status / progress of projects
- Contribute to a fair, positive and equitable environment
- Act as a brand ambassador for your business area/function and the bank
- Requires developed knowledge and skills to offer service and advice for a range of product and services
- Provides recommendations and guidance to customers and / or internal partners
- Provides solutions to problems in customer situations that are atypical or infrequent
- Evaluates issues, errors and problems based on practices and existing precedents or procedures
- Understands how branch colleagues work together to accomplish team objectives
- Supports the quality, timeliness and effectiveness of the overall customer experience
- Suggests improvements to work practices and advice or customer service processes
- Explains detailed and/or complicated information within the team
- Requires full proficiency gained through job related training to perform a range of activities
Preferred Qualifications
- Post-Secondary or Undergraduate degree (in related field) preferred
