The Personal Banking Associate Trainee at TD Canada Trust is responsible for building and maintaining customer relationships, assisting with financial needs, new accounts, investments, and banking solutions. Key responsibilities include engaging customers for daily advice, service transactions, digital education, and problem resolution. The role also involves supporting frontline staff with transactions, resolving issues, recommending process improvements, ensuring accurate documentation, and fostering a positive work environment. A strong focus is placed on enhancing customer confidence in digital banking.
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
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
High School Diploma (Bachelor's Degree preferred)
37.5 hours/week
Must be willing to relocate/be mobile within the assigned district/region.
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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