Personal Banking Associate Trainee

TD • Brampton, ON

9d • Onsite

About The Position

At TD Canada Trust, we are the frontline of TD Bank, striving to build deep and long-lasting relationships with customers. This involves performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services, referring customers to the appropriate team member or internal Bank partner, all while ensuring a positive customer experience. The Personal Banking Associate Trainee will guide customers to the appropriate staff member for resolving financial queries and banking needs, including new accounts, investment advice, and banking solutions.

Requirements

• High School diploma and/or 1+ years of relevant experience
• Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months
• 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
• Mobility within the Assigned District is required upon completion of the training program
• Geographic mobility is a condition of this employment

Nice To Haves

• Post-Secondary or Undergraduate degree (in related field) preferred

Responsibilities

• 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

Benefits

• fair and equitable compensation opportunities
• Growth opportunities and skill development
• Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals
• base salary
• variable compensation
• 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
• competitive benefits plan
• access to an online learning platform
• variety of mentoring programs
• training and onboarding sessions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees