Personal Banking Trainee — Build Client Relationships

TD; Collingwood; On-site; AUD 41,000 - 50,000; Full time

Job summary

TD is seeking a Personal Banking Associate Trainee for our Collingwood, Ontario branch. This role focuses on guiding customers to the right staff for banking needs, including new accounts, investments, and banking solutions.

Responsibilities include engaging customers, educating on digital banking, supporting frontline staff, and promoting efficient branch operations. A high school diploma with 1+ years’ experience is required, with IFC certification within 90 days.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC or equivalent – within 90 days of start date.
• 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.
• Self-starter with strong administration, organizational, planning and time management skills.
• Strong communication skills for customer interactions.

Responsibilities

• Engage customers in day-to-day advisory needs and banking transactions.
• Guide customers to the right contact for solutions while maintaining confidentiality.
• Educate customers on digital banking trends and services.
• Support frontline staff with cash and non-cash transactions; report issues to management.
• Suggest improvements to branch operations to enhance customer experience.
• Complete business processes accurately and in line with regulations.

Skills

Customer service

Communication

Problem solving

Teamwork

MS Office

Education

Post-Secondary degree (preferred)

IFC certification within 90 days

Tools

Branch software

Job description

TD is seeking a Personal Banking Associate Trainee for our Collingwood, Ontario branch. This role focuses on guiding customers to the right staff for banking needs, including new accounts, investments, and banking solutions.

Responsibilities include engaging customers, educating on digital banking, supporting frontline staff, and promoting efficient branch operations. A high school diploma with 1+ years’ experience is required, with IFC certification within 90 days.