Personal Banking Associate Trainee - Vaudreuil (Full Time)

TD Bank

Vaudreuil-Dorion

On-site

CAD 46,000 - 61,000

Full time

4 days ago
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Job summary

TD Bank is seeking a Personal Banking Associate in Vaudreuil-Dorion, Quebec, to guide customers toward the right staff for financial needs including new accounts and advisory services. You’ll promote digital banking and ensure accurate, compliant documentation.

A proactive, communicative presence will help deliver a consistently positive customer experience. Role requires strong customer service, organizational finesse and ability to handle multiple tasks in a fast-paced branch setting.

Qualifications

  • High School diploma and/or 1+ years of relevant experience.
  • IFC or equivalent financial certification within 90 days of start date.
  • Post-secondary degree (related field) preferred.
  • Proficiency in MS Office, branch software and internet.
  • Knowledge of banking solutions and processes to advise customers.
  • Self-starter who works independently in a dynamic environment with strong administration and time management.
  • Strong communicator with ability to connect with customers and teams.

Responsibilities

  • Engage customers with day-to-day advice needs, service transactions and digital education.
  • Understand customer needs and guide to the right contact for solutions while handling confidential matters.
  • Build customer confidence in digital banking (mobile, ATM, online).
  • Support frontline staff with scheduled cash and non-cash transactions; resolve issues.
  • Suggest improvements to branch operations to enhance customer experience and efficiency.
  • Complete business processes accurately and in line with TD's conduct and ethics.
  • Promote team effectiveness and share knowledge to achieve objectives.

Skills

Strong communication
Customer service
Time management
Organizational skills

Education

Post-secondary degree or undergraduate in related field
IFC certification or equivalent (within 90 days)

Tools

MS Office

Job description

Work Location

Vaudreuil-Dorion, Quebec, Canada

Hours

37.5

Line of Business

Personal & Commercial Banking

Pay Details

45 700$/$45,700 - 61 000$/$61,000 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.

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.

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 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
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 refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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