Personal Banking Associate Trainee - Future Opportunities for St. Catharines, Niagara Falls, We[...]

TD; St. Catharines; On-site; CAD 43,900 - 58,600; Full time

Job summary

TD in St. Catharines, Ontario, Canada is seeking a Personal Banking Associate Trainee who will build customer relationships, guide customers to solutions, and support branch staff with transactions. This is a training role within Personal & Commercial Banking.

The position emphasizes customer service, product knowledge, and the ability to work independently and in a team. Mobility within the district is required after training, with potential placement across TD branches.

Qualifications

• High School diploma or equivalent and 1+ years of relevant experience.
• IFC or equivalent – post-appointment within 6 months.
• Proficiency in MS Office and branch software; good internet skills.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, and banking solutions.
• Understand customer needs and guide to the right contact for solutions with discretion.
• Promote digital banking education: mobile, ATM, and online banking.
• Support frontline staff with cash and non-cash transactions; report issues to management.
• Suggest improvements to branch operations to enhance customer experience.

Skills

MS Office

Customer service

Communication skills

Relationship building

Time management

Independent work

Education

High School diploma

IFC certification or equivalent

Post-secondary degree (related field) preferred

Tools

Branch software

MS Office

Internet proficiency

Job description

Personal Banking Associate Trainee

Work Location: St. Catharines, Ontario, Canada

Hours: 37.5 hours per week

Line Of Business: Personal & Commercial Banking

Pay Details: $43,900.00 - $58,600.00 CAD

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.

Typical Responsibilities

• 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 judgment 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 administrative, organizational, planning and time‑management skills
• A dynamic, diligent, and effective influencer with a 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

Mobility Requirement

This opportunity requires mobility within the assigned district. Upon completion of the training program, you may be assigned to a position within your assigned region, which could involve relocation. You must be mobile to any location in this region.