Personal Banking Associate Trainee

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

Job summary

A leading financial institution in Edmonton is seeking a Personal Banking Associate to engage with customers, addressing their financial needs and guiding them to appropriate solutions. The ideal candidate should have excellent customer service skills, ability to work independently, and proficiency in MS Office. Join us to enhance customer experience in a dynamic and supportive environment.

Benefits

Career development opportunities

Health and well-being benefits

Training and onboarding sessions

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent - post-appointment within 6 months.
• Dynamic and effective influencer with a can-do attitude.

Responsibilities

• Engage customers in day-to-day advice needs and service transactions.
• Understand customer needs and guide them to the right contact.
• Support frontline staff with cash and non-cash transactions.

Skills

Customer service skills

Strong communication

Proficiency in MS Office

Organizational skills

Ability to work independently

Education

High School diploma

Post-Secondary degree

Tools

Branch software

Internet tools

Job description

Work Location: Edmonton, Alberta, Canada

Hours: 37.5

Line Of Business: Personal & Commercial Banking

Pay Details: $45,700.00 - $61,000.00 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate\'s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

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.

Job Description: 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:

• 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 on 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

Job Requirements:

• High School diploma and/or 1+ years of relevant experience
• Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months
• 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 dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
• 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

Who We Are:

TD is one of the world\'s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you\'ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we\'re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:

We\u2019re delighted that you\u2019re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we\u2019re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you\u2019re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You\u2019ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we\u2019re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you\u2019ve got everything you need to succeed in your new role.

Interview Process

We\u2019ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you\u2019d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec Only): Sans Objet

Seniority level: Internship

Employment type: Full-time

Job function: Finance and Sales

Industries: Banking

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