Personal Banking Associate Trainee

TD Securities; Northwestern Ontario; On-site; CAD 43,000 - 59,000; Full time

Job summary

A leading Canadian bank in Thunder Bay is looking for a Personal Banking Associate to support customers with their banking needs. This role involves engaging with customers, understanding their financial queries, and directing them to the appropriate staff for assistance. The ideal candidate will possess strong communication and customer service skills, with a high school diploma and a preference for further education in a related field. A positive and effective work ethic is essential in this dynamic environment.

Qualifications

• 1+ years of relevant experience in banking or customer service.
• Ability to influence and connect effectively with customers.
• Proficient in operating various banking software and tools.

Responsibilities

• Engage customers with banking solutions and services.
• Guide customers to appropriate staff based on their needs.
• Support branch operations and recommend process improvements.

Skills

Customer service skills

Communication skills

Organizational skills

Education

High School diploma or equivalent

Post-Secondary or Undergraduate degree

Tools

MS Office

Branch software

Job description

Work Location: Thunder Bay, Ontario, Canada

Hours: 37.5

Line Of Business: Personal & Commercial Banking

Pay Details: $43,900 - $58,600 CAD

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

Language Requirement (Quebec Only)

Sans Objet