Personal Banking Trainee - Build Client Relationships

TD Bank; Courtenay; On-site; CAD 44,000 - 59,000; Full time

Job summary

TD Canada Trust in Courtenay, BC is seeking a Personal Banking Associate Trainee who will guide customers to the right staff for banking needs, including new accounts, investment advice and banking solutions.

You will engage customers in day-to-day advisory needs, support frontline staff with transactions, educate on mobile and online banking, and help improve branch operations while upholding TD's service standards. Mobility within the assigned district is required after training.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC 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.

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

Skills

MS Office

Customer service

Communication

Banking knowledge

Time management

Independent work

Education

High School diploma

Post-Secondary education

Tools

MS Office (Word, Excel, Outlook)

Job description

TD Canada Trust in Courtenay, BC is seeking a Personal Banking Associate Trainee who will guide customers to the right staff for banking needs, including new accounts, investment advice and banking solutions.

You will engage customers in day-to-day advisory needs, support frontline staff with transactions, educate on mobile and online banking, and help improve branch operations while upholding TD's service standards. Mobility within the assigned district is required after training.