Personal Banking Associate Trainee - Saint-Jérôme (Full Time)

TD Bank; Saint-Jérôme; On-site; CAD 45,700 - 61,000; Full time

Benefits offered by this job

Health benefits

Career development

Paid time off

Retirement programs

Discounts

Job summary

TD Bank in Saint-Jérôme, QC is hiring a Personal Banking Associate Trainee to assist frontline staff with day-to-day customer interactions and service transactions. The role involves guiding customers to appropriate staff for financial queries including new accounts and investment advice.

The trainee helps build customer confidence in digital banking and supports branch operations, aiming to deliver a positive customer experience within a dynamic environment.

Qualifications

• High School diploma or equivalent with 1+ years of relevant experience.
• Post-secondary or undergraduate degree preferred.
• Proficiency in MS Office and branch software.

Responsibilities

• Engage customers in day-to-day advice and service transactions.
• Guide customers to the right staff for complex questions while maintaining confidentiality.
• Educate customers on mobile, ATM, and online banking trends.

Skills

MS Office

Customer service

Banking knowledge

Communication skills

Branch software

Education

High School diploma

Post-secondary degree preferred

Tools

Excel

Branch software

Internet

Job description

Work Location: Saint-Jérôme, Quebec, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: $45,700 - $61,000 CAD

Job Description

At TD Canada Trust, the Personal Banking Associate Trainee supports frontline agents by engaging customers in day‑to‑day advice, processing service transactions, and guiding them to the appropriate staff members for resolving financial queries, including new accounts, investment advice and banking solutions. The trainee plays a vital role in delivering a positive customer experience and supporting branch operations.

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.

Qualifications

• 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.
• 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 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.
• Language Requirement (Quebec only): Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.

Trainee Mobility

This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, the trainee will be assigned to a compatible position within the region, potentially involving a transfer and geographic relocation to another TD location within the assigned region.

Benefits

The Total Rewards package includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.