Personal Banking Associate Trainee

TD•Aurora, ON

11d•Onsite

About The Position

At TD Canada Trust, the frontline of TD Bank, the Personal Banking Associate Trainee strives to build deep and long-lasting relationships with customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. The role involves understanding customer needs, identifying opportunities to promote products and services, and referring customers to appropriate team members or internal Bank partners, all while ensuring a positive customer experience. This position is for a branch office and involves guiding customers to the appropriate staff member to resolve their financial queries and banking needs, including new accounts, investment advice, and banking solutions. The role emphasizes thinking like a customer, acting like an owner, innovating with purpose, and executing with speed and impact. This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District, with potential for geographic relocation to another TD location within the assigned region upon completion of the training program.

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
Geographic mobility to any location in the assigned region

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