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Personal Banking Associate Trainee

TD Bank

Calgary

On-site

CAD 45,000 - 61,000

Full time

30+ days ago

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Job summary

Une entreprise de services bancaires de premier plan recherche un Associé en Banque Personnelle pour renforcer ses relations avec les clients. Dans ce rôle, vous serez le premier point de contact pour aider les clients avec leurs besoins financiers, en les orientant vers les bonnes solutions et en assurant une expérience client positive. Vous aurez l'opportunité de travailler dans un environnement dynamique, où l'innovation et l'initiative sont valorisées. Si vous êtes passionné par le service à la clientèle et que vous souhaitez évoluer dans le secteur bancaire, cette opportunité est faite pour vous.

Qualifications

  • Diplôme de secondaire et/ou 1 an d'expérience pertinente.
  • Capacité à travailler de manière autonome dans un environnement dynamique.

Responsibilities

  • Engager les clients dans leurs besoins quotidiens en matière de conseils et de services.
  • Recommander des améliorations pour optimiser l'expérience client.

Skills

Compétences en service à la clientèle
Compétences en communication
Gestion du temps
Compétences organisationnelles
Compétences en résolution de problèmes

Education

Diplôme de secondaire
Diplôme postsecondaire ou de premier cycle

Tools

MS Office (Word, Excel, Outlook)
Logiciel de succursale
Internet

Job description

Lieu de travail : Calgary, Alberta, Canada

Horaire : 37.5

Secteur d’activité : Services bancaires personnels et commerciaux

Détails de la rémunération: $45,700 - $61,000 CAD

LaTD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à laTD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise.

En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.

Description du poste :

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our 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. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?

In this role, a typical day may look like:

  1. Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
  2. Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
  3. Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
  4. Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
  5. Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
  6. Participate in the timely and accurate completion of business processes and procedures
  7. Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics
  8. 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

Job Requirements:

  1. High School diploma and/or 1+ years of relevant experience
  2. Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months
  3. Post-Secondary or Undergraduate degree (in related field) preferred
  4. Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
  5. Knowledge of banking solutions and processes to advise customers
  6. A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
  7. A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
  8. 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
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