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TD

Personal Banking Associate

TD

. Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions .

Posted 11/6/2026full-timeMontréal-Nord • CanadaJuniorMid-Level💰 CA$45,700 - CA$61,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates strong customer experience skills and proficiency in banking solutions, while effectively managing multiple tasks in a dynamic environment. Capable of educating customers on digital banking and ensuring compliance with relevant regulations.

Highest-signal resume keywords
Customer Experience SkillsKnowledge Of Banking SolutionsProficiency In MS OfficeInvestment Funds Canada (IFC) CertificationStrong Verbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Banking SolutionsDigital Banking EducationCash TransactionsNon-Cash TransactionsDocumentation AccuracyBusiness Process CompletionTime ManagementOrganizational SkillsPlanning SkillsInitiative
Soft Skills
Problem ResolutionJudgement In Confidential MattersTeam EffectivenessAdaptabilityInterpersonal Skills
Tools & Technologies
MS OfficeBranch SoftwareInternet
Certifications & Qualifications
Investment Funds Canada (IFC)Mutual Fund LicensingApplicable Registration With CIRO
Industry Keywords
Banking SolutionsCustomer RelationshipsBranch OperationsCode Of Conduct And EthicsPerformance Development

About the role

Key responsibilities & impact
  • 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
  • Exercise good judgement in confidential matters
  • Educate customers on mobile, ATM, and online banking
  • Support 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
  • Participate in timely and accurate completion of business processes and procedures
  • Ensure documentation is accurate, reflects business intentions, and complies with relevant regulations and TD's Code of Conduct and Ethics
  • Promote team effectiveness and contribute to a positive and equitable work environment
  • Participate in personal performance development and share industry knowledge to achieve common objectives
  • Build and maintain customer relationships and provide information and advice on banking products, services, and solutions
  • Identify opportunities to promote products and services and refer customers to appropriate internal partners

Requirements

What you’ll need
  • High School diploma and/or 1+ years of relevant experience
  • Investment Funds Canada (IFC) or equivalent – within 90 days of start date
  • 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
  • Strong administration, organizational, planning and time management skills
  • Ability to work independently in a dynamic work environment
  • Ability to exercise initiative and handle several tasks and changing priorities
  • Strong verbal and written communication skills
  • Established customer experience skills
  • Applicable registration requirements with the Canadian Investment Regulatory Organization (CIRO) for roles requiring Mutual Fund licensing
  • Successful completion of required background screening, including criminal and credit checks, for licensing
  • For Quebec: French language proficiency; no language other than French is required

Benefits

Comp & perks
  • Base salary
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Banking benefits and discounts
  • Career development
  • Reward and recognition programs
  • Regular development conversations
  • Training programs
  • Online learning platform
  • Mentoring programs
  • Training and onboarding sessions
  • Interview accommodations, including accessible meeting rooms and captioning for virtual interviews