Personal Banking Associate Trainee
Description
The Personal Banking Associate Trainee at TD Canada Trust builds and maintains customer relationships by handling service transactions, offering advice on products and solutions, and referring customers to appropriate internal partners. This role focuses on understanding customer financial needs, educating them on digital banking, and supporting frontline staff with transactions while striving for operational excellence and a positive customer experience.
What We're Looking For
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 judgment 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.
Ideal Candidate
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.
Minimum Education
High School diploma, Post-Secondary or Undergraduate degree (preferred)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
The Toronto-Dominion Bank
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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