Personal Banking Associate Trainee — Growth Path

TD Bank Group; Montreal (administrative region); Hybrid; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banking Associate Trainee for our Montréal branch. You will guide customers to staff for financial queries, including new accounts and investment advice, while delivering excellent service and solutions.

You will engage customers in daily advisory needs, promote digital banking, and support frontline staff with transactions, aiming to enhance customer experience and operational excellence.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Post-Secondary or Undergraduate degree preferred.
• Proficiency in using MS Office, branch software, and internet.
• Knowledge of banking solutions to advise customers.
• Self-starter who works independently in a dynamic work environment.
• Strong communicator able to connect with customers and teams.

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 judgement in confidential matters
• Build customer confidence in 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

Skills

MS Office

Branch software

Banking knowledge

Communication skills

Customer service

Education

High School diploma

Post-secondary degree preferred

Tools

MS Office

Branch software

Job description

TD Canada Trust is seeking a Personal Banking Associate Trainee for our Montréal branch. You will guide customers to staff for financial queries, including new accounts and investment advice, while delivering excellent service and solutions.

You will engage customers in daily advisory needs, promote digital banking, and support frontline staff with transactions, aiming to enhance customer experience and operational excellence.