Personal Banking Associate Trainee – Mandarin/Cantonese

Jobtailor; Markham; On-site; CAD 38,000 - 46,000; Full time

Job summary

TD Bank seeks a customer service associate in Markham responsible for advising customers on banking solutions, guiding them to the right contacts, and educating users on mobile and online banking.

You will support frontline staff, handle transactions, uphold regulatory standards, and contribute to process improvements. Strong communication, organization, and adaptability are essential for success in a fast-paced branch environment.

Qualifications

• High School diploma or equivalent and 1+ years of relevant experience.
• IFC certification or equivalent within 90 days of start date.
• Post-secondary degree in a related field preferred.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, digital education, and problem resolution related to banking solutions.
• Understand customer needs and guide to the right contact person while maintaining confidentiality.
• Educate customers on mobile, ATM, and online banking to build confidence in digital channels.
• Support frontline staff with cash and non-cash transactions and report issues to management.
• Recommend improvements to branch operations and processes to enhance customer experience.
• Participate in timely and accurate completion of business processes and procedures.
• Ensure documentation is accurate and aligned with regulations and Code of Conduct.
• Promote a positive work environment, contribute to personal development, and share industry knowledge.
• Complete training and be open to geographic relocation within the assigned region.

Skills

Customer engagement

Problem resolution

Verbal communication

Written communication

Organization

Time management

Adaptability

Education

High School diploma

Post-Secondary or Undergraduate degree (related field) preferred

Investment Funds Canada (IFC) or equivalent within 90 days

Tools

MS Office (Word, Excel, Outlook)

Branch software

Internet proficiency

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 emerging digital banking trends by educating them on mobile, ATM, and online banking
• 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 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
• Complete a training program and accept potential transfer or geographic relocation within the assigned region

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 a related field preferred
• Proficiency in 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 and handle several tasks and changing priorities
• Strong verbal and written customer communication skills
• Customer experience skills
• Willingness and ability to be mobile within the Assigned District, including potential geographic relocation within the assigned region
• Ability to comply with provincial employment regulations

Core Competencies

Demonstrates expertise in customer engagement and problem resolution within banking solutions, while ensuring compliance with regulations and promoting operational excellence. Proficient in digital banking education and effective communication to enhance customer experience.