Job opportunity
Personal Banking Associate Delson
TD
Guide customers through banking solutions and digital services as a Personal Banking Associate at TD Canada Trust in Delson, Quebec.
This Personal Banking Associate supports customers with financial queries, new accounts, investment advice, and banking solutions. You will build relationships, complete service transactions, and guide customers toward appropriate contacts. The role also requires sound judgement, accurate documentation, and knowledge of banking processes. A high school diploma or one year of relevant experience is required, while post-secondary education is preferred. IFC or equivalent certification must be completed within 90 days.
Key Responsibilities:
Engage customers in advice, transactions, digital education, and problem resolution
Understand needs and guide customers toward appropriate banking solutions
Educate customers about mobile, ATM, and online banking
Support scheduled cash and non-cash transactions for frontline staff
Complete business processes and maintain accurate documentation
Requirements:
High school diploma or one year of relevant experience
Investment Funds Canada certification within 90 days
Knowledge of banking solutions and processes
Proficiency with Microsoft Office, branch software, and internet
Strong customer communication and organizational skills
Bring customer service, banking knowledge, and digital education skills to TD Canada Trust customers in Delson.
#J-18808-Ljbffr
Apply on source site This Personal Banking Associate supports customers with financial queries, new accounts, investment advice, and banking solutions. You will build relationships, complete service transactions, and guide customers toward appropriate contacts. The role also requires sound judgement, accurate documentation, and knowledge of banking processes. A high school diploma or one year of relevant experience is required, while post-secondary education is preferred. IFC or equivalent certification must be completed within 90 days.
Key Responsibilities:
Engage customers in advice, transactions, digital education, and problem resolution
Understand needs and guide customers toward appropriate banking solutions
Educate customers about mobile, ATM, and online banking
Support scheduled cash and non-cash transactions for frontline staff
Complete business processes and maintain accurate documentation
Requirements:
High school diploma or one year of relevant experience
Investment Funds Canada certification within 90 days
Knowledge of banking solutions and processes
Proficiency with Microsoft Office, branch software, and internet
Strong customer communication and organizational skills
Bring customer service, banking knowledge, and digital education skills to TD Canada Trust customers in Delson.
#J-18808-Ljbffr