Montreal Centre In-Person Recruitment Event

Personal Banking Associate at TD Canada Trust engaging customers and providing assistance with banking needs. Guiding customers to appropriate services and ensuring satisfaction in a branch office setting.

Posted 6/29/2026full-timeMontreal • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer engagement and problem resolution within banking solutions, while effectively utilizing digital tools and maintaining compliance with regulations. Strong communication and organizational skills are essential for enhancing customer experience and supporting branch operations.

Highest-signal resume keywords

Customer Experience SkillsKnowledge Of Banking SolutionsProficiency In MS OfficeInvestment Funds Canada (IFC) CertificationStrong Administration And Organizational 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 SolutionsCustomer Problem ResolutionDigital EducationCash TransactionsNon-Cash TransactionsDocumentation AccuracyBusiness Process CompletionRegulatory ComplianceBranch Operations ImprovementTime Management

Soft Skills

Strong CommunicationDynamic InfluencerSelf-StarterCan-Do AttitudeTeam Effectiveness

Tools & Technologies

MS OfficeBranch SoftwareInternet

Certifications & Qualifications

Investment Funds Canada (IFC)

Industry Keywords

Customer EngagementOperational ExcellenceDigital Banking TrendsConfidential MattersCode Of Conduct And Ethics

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 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

Requirements

What you’ll need

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

Benefits

Comp & perks

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs