Personal Banking Associate - 800 Boulevard René-Lévesque (Full-time, 37.5h/week)
$95,056,000–$126,880,000 year
On-siteMontréal, Quebec, Canada
Job Summary
Engage customers in day-to-day advice needs, service transactions, digital education, and problem resolution related to banking solutions. Understand customer requirements and guide them to appropriate staff members for resolving financial queries, including new accounts and investment advice. Build confidence in emerging digital banking trends by educating clients on mobile, ATM, and online platforms. Support frontline operations with scheduled cash and non-cash transactions while reporting critical issues to management. Recommend improvements to work practices and branch processes to enhance customer experience and achieve operational excellence. Ensure accurate documentation and adherence to relevant regulations and the TD Code of Conduct.
Required Qualifications
- High School diploma
- 1+ years of relevant experience
- Investment Funds Canada (IFC) or equivalent
- Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
- Knowledge of banking solutions and processes to advise customers
- Self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
- Dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
- 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
- Maîtrise d'une langue autre que le français
Desired Qualifications
- Post-Secondary or Undergraduate degree (in related field)
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