Future Personal Banking Advisor

TD; Okotoks; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate Trainee for our Okotoks branch. You will guide customers to the right staff for financial queries, including new accounts, investments, and banking solutions, while delivering exceptional service.

You will engage customers with daily banking needs, educate them on digital channels, support frontline staff with transactions, and contribute to branch operational excellence. Mobility within the TD region is required after training.

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 preferred.
• Proficiency in MS Office (Word, Excel and Outlook), branch software and internet.

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

Organization

Independent worker

Self-starter

Education

High School diploma

IFC Certification

Post-secondary degree

Tools

MS Office Suite

Branch software

Job description

TD Canada Trust is seeking a Personal Banking Associate Trainee for our Okotoks branch. You will guide customers to the right staff for financial queries, including new accounts, investments, and banking solutions, while delivering exceptional service.

You will engage customers with daily banking needs, educate them on digital channels, support frontline staff with transactions, and contribute to branch operational excellence. Mobility within the TD region is required after training.