Personal Banking Associate Trainee

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

Job summary

TD Canada Trust in Markham, Ontario is seeking a Personal Banking Associate Trainee to guide customers through banking needs, new accounts, and investment options. You will connect customers with the right experts and support digital banking education for everyday use.

The role requires a High School diploma (or higher), IFC certification within 6 months, and strong communication and organizational skills. A mobility clause may relocate you within the assigned district as training progresses.

Qualifications

• High School diploma or equivalent.
• IFC certification or equivalent to be completed within 6 months.
• Post-secondary degree in a related field preferred.
• Proficiency with MS Office and branch software.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
• Guide customers to the right contact person for appropriate solutions while handling confidential matters with discretion.
• Build customer confidence on digital banking by educating on mobile, ATM, and online banking.
• Support frontline staff with cash and non-cash transactions and report non-standard matters to management.
• Suggest improvements to branch operations and processes to enhance customer experience and operational excellence.
• Ensure accurate documentation aligns with regulations and TD's Code of Conduct and Ethics.
• Promote a positive, equitable work environment and support team performance development.

Skills

MS Office

Customer communication

Time management

Banking knowledge

Education

High School diploma

Post-secondary degree preferred

IFC certification or equivalent within 6 months

Tools

Branch software

Internet & IT literacy

Job description

Work Location:

Markham, Ontario, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$45,700 - $61,000 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.

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 Trainee 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

Trainee Mobility

This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be determined by your progress in the training program and our ability to avail an appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within your assigned region. It is our understanding that you are mobile to any location in this region. You are also aware that your geographic mobility is a condition of this employment.

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million hou