Frontline Personal Banking Trainee

TD

Richmond

On-site

CAD 46,000 - 61,000

Full time

41 hours ago
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Job summary

TD Canada Trust in Richmond, BC is seeking a Personal Banking Associate Trainee to guide customers to the right staff, help with new accounts, and provide investment and banking solutions. This entry path combines hands-on service with structured training to build confidence in everyday banking.

The role emphasizes customer service, digital banking education, and teamwork. You will learn to work independently in a dynamic branch, handle routine transactions, and participate in process

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.
  • A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills.
  • 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.

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 in 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.

Skills

Customer service
MS Office
Communication
Time management

Education

High School diploma or equivalent
Post-Secondary degree preferred

Tools

MS Office (Word, Excel, Outlook)
Branch software
Internet

Job description

TD Canada Trust in Richmond, BC is seeking a Personal Banking Associate Trainee to guide customers to the right staff, help with new accounts, and provide investment and banking solutions. This entry path combines hands-on service with structured training to build confidence in everyday banking.

The role emphasizes customer service, digital banking education, and teamwork. You will learn to work independently in a dynamic branch, handle routine transactions, and participate in process

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