Aspiring Personal Banker – Client-Focused Trainee

TD Securities; Peterborough; On-site; CAD 45,000 - 61,000; Full time

Job summary

A leading financial institution in Peterborough is seeking a Personal Banking Associate to enhance customer relationships and provide financial advice. This role involves engaging with customers to assist with day-to-day banking needs, educating them on digital solutions, and ensuring operational excellence. The ideal candidate will have a High School diploma, strong communication skills, and at least one year of relevant experience. You will be part of a dynamic team dedicated to delivering exceptional customer service and promoting financial solutions.

Benefits

Health and wellness benefits

Career development opportunities

Competitive salary

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent – must obtain within 6 months.
• Strong communication skills to connect effectively with customers.

Responsibilities

• Engage customers in day-to-day advice needs and service transactions.
• Guide customers to the right contact person for financial queries.
• Support frontline staff with cash and non-cash transactions.

Skills

Customer service

Relationship building

Digital banking education

Administrative skills

Communication

Education

High School diploma

Post-Secondary or Undergraduate degree (in related field)

Tools

MS Office (Word, Excel, Outlook)

Branch software

Job description

A leading financial institution in Peterborough is seeking a Personal Banking Associate to enhance customer relationships and provide financial advice. This role involves engaging with customers to assist with day-to-day banking needs, educating them on digital solutions, and ensuring operational excellence. The ideal candidate will have a High School diploma, strong communication skills, and at least one year of relevant experience. You will be part of a dynamic team dedicated to delivering exceptional customer service and promoting financial solutions.