Personal Banking Associate Trainee - Saint Lambert (Full-time, 37.5h/week)

TD Bank

Saint-Lambert

On-site

CAD 46,000 - 61,000

Full time

2 days ago
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Benefits offered by this job

Mobility within assigned district

Job summary

TD Bank in Saint-Lambert, Quebec, is seeking a Personal Banking Associate Trainee to guide customers through banking needs and refer them to the right staff. The role involves training, mobility within the district, and delivering excellent service at the branch.

The position requires a high school diploma (or related experience), IFC within 90 days, and comfort with MS Office and branch software. A customer-first mindset and strong communication are essential.

Qualifications

  • High School diploma and/or 1+ years of relevant experience.
  • IFC or equivalent within 90 days of start date.
  • Post-secondary degree preferred.
  • Proficiency in MS Office, branch software and internet.

Responsibilities

  • Engage customers with day-to-day advice needs and banking solutions in branch.
  • Guide customers to appropriate staff for resolutions and opportunities.
  • Educate customers on mobile, ATM and online banking features.
  • Support frontline staff with cash and non-cash transactions and report issues to management.
  • Suggest improvements to branch operations to enhance customer experience.
  • Participate in completing business processes accurately and in line with regulations.
  • Ensure documentation reflects business intent and TD's Code of Conduct.
  • Promote teamwork and ongoing performance development to achieve objectives.

Skills

Customer service
Communication
Time management
Independent worker

Education

High School diploma
Post-secondary degree
IFC certification within 90 days

Tools

MS Office
Branch software
Internet proficiency

Job description

Work Location

Saint-Lambert, Quebec, Canada


Hours

37.5


Line of Business

Personal & Commercial Banking


Pay Details

45,700.00$/$45,700.00 - 61,000.00$/$61,000.00 CAD


TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.


As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.


Job Description

Department Overview

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.


Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.


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. Do you think you have what it takes?


In this role, a typical day may look like:


  • 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


Job 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

  • 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 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


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, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be determined by your progress in the training program and our ability to identify an appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within your assigned region. It is our understanding that you are mobile to any location in this region. You are also aware that your geographic mobility is a condition of this employment.


Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingl

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