Personal Banking Associate Trainee

Jobtailor; Toronto; On-site; CAD 42,000 - 56,000; Full time

Job summary

TD Bank in Toronto seeks a Customer Service Representative to assist customers with day-to-day banking needs, provide digital education, and resolve issues related to banking solutions. You will guide customers to the appropriate contact and maintain confidentiality across transactions.

Role focuses on building trust in mobile and online banking, supporting frontline staff, and ensuring accurate, compliant documentation while fostering team effectiveness and knowledge sharing.

Qualifications

• Customer service and relationship-building experience.
• Familiarity with banking solutions and processes.
• Strong administration, organizational, and time-management skills.
• Ability to work independently in a dynamic environment.
• Geographic mobility and willingness to relocate.

Responsibilities

• Engage customers in day-to-day advice, service transactions, digital education, and problem resolution related to banking solutions.
• Guide customers to the right contact person while maintaining confidentiality.
• Build confidence in mobile, ATM, and online banking through digital education.
• Support frontline staff with scheduled cash and non-cash transactions.
• Resolve critical issues and report non-standard matters to management.
• Recommend improvements to branch operations and processes.
• Complete business processes accurately and on time.
• Ensure documentation complies with regulations and TD's Code of Conduct.
• Promote team effectiveness and contribute to personal performance and knowledge sharing.
• Maintain customer relationships and provide information on banking products and solutions.

Skills

Customer Experience

Verbal and Written Communication

Problem Resolution

Time Management

Organizational Skills

Education

Investment Funds Canada (IFC) Certification

High School diploma

Post-Secondary or Undergraduate degree preferred

Tools

MS Office

Branch Software

Internet

Job description

• 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 mobile, ATM, and online banking by providing digital education
• Support 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
• Participate in the timely and accurate completion of business processes and procedures
• Ensure documentation is accurate, reflects business intentions, and complies with relevant regulations and TD's Code of Conduct and Ethics
• Promote team effectiveness, participate in personal performance development, and share industry knowledge
• Build and maintain customer relationships and provide information and advice on banking products, services, and solutions

Requirements

• High School diploma and/or 1+ years of relevant experience
• Investment Funds Canada (IFC) or equivalent - within 90 days of start date
• 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
• Strong administration, organizational, planning and time management skills
• Ability to work independently in a dynamic work environment
• Ability to exercise initiative and handle several tasks and changing priorities
• Strong verbal and written communication skills
• Established customer experience skills
• Mobility within the Assigned District and willingness to transfer and geographically relocate to another TD location within the assigned region
• Geographic mobility is a condition of employment

Core Competencies

Demonstrates strong customer experience skills and proficiency in banking solutions, with a focus on effective communication and problem resolution. Capable of managing multiple tasks in a dynamic environment while ensuring compliance with regulations and organizational standards.

Highest-signal resume keywords

• Customer Experience Skills
• Knowledge of Banking Solutions
• Strong Verbal and Written Communication
• Proficiency in MS Office
• Investment Funds Canada (IFC) Certification

Hard Skills

• Banking Solutions
• Documentation Accuracy
• Business Process Completion
• Cash and Non-Cash Transactions
• Digital Education

Soft Skills

• Strong Administration Skills
• Organizational Skills
• Planning Skills
• Time Management Skills
• Initiative

Certifications & Qualifications

• Investment Funds Canada (IFC)

Industry Keywords

• Customer Problem Resolution
• Branch Operations
• Code of Conduct and Ethics
• Geographic Mobility
• Team Effectiveness

Tools & Technologies

• MS Office
• Branch Software
• Internet