Personal Banking Trainee: Build Client Relationships

TD Bank Group; St. Catharines; Hybrid; CAD 44,000 - 59,000; Full time

Job summary

TD Bank Group in St. Catharines, Ontario, is seeking a Personal Banking Associate Trainee to guide customers to the right staff for financial needs, including new accounts, investment guidance, and banking solutions.

The role focuses on building relationships, promoting TD products, and delivering a positive customer experience in a branch setting while supporting frontline staff and adhering to TD’s Code of Conduct.

Qualifications

• High School diploma and/or 1+ years 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 MS Office (Word, Excel, Outlook), branch software and internet.

Responsibilities

• Engage customers in day-to-day advisory needs, service transactions and digital education.
• Understand customer needs and direct them to the right contact for solutions.
• Educate customers on mobile, ATM and online banking features.

Skills

MS Office

Customer service

Communication

Time management

Problem solving

Education

High School diploma

Post-Secondary degree preferred

Tools

Branch software

Excel

Outlook

Internet

Job description

TD Bank Group in St. Catharines, Ontario, is seeking a Personal Banking Associate Trainee to guide customers to the right staff for financial needs, including new accounts, investment guidance, and banking solutions.

The role focuses on building relationships, promoting TD products, and delivering a positive customer experience in a branch setting while supporting frontline staff and adhering to TD’s Code of Conduct.