Personal Banking Trainee: Build Client Relationships

TD Bank Group; Vancouver; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Bank Group in Vancouver is seeking a Personal Banking Associate Trainee to build relationships with customers and guide them to appropriate staff for financial solutions, including new accounts and investment advice.

The role requires a High School diploma with experience, IFC within 90 days, and strong MS Office skills. Training includes mobility within the assigned district and learning TD banking solutions and processes.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC within 90 days of start date.
• Post-Secondary or Undergraduate degree preferred.
• Proficiency in MS Office (Word, Excel, Outlook), branch software and internet.
• Knowledge of banking solutions to advise customers.
• Self-starter who works independently with strong administration, organizational, planning and time management skills.
• Demonstrated initiative and ability to handle multiple tasks in changing priorities.
• Strong communicator with customer experience skills in verbal and written form.

Responsibilities

• Engage customers in day-to-day advice needs and banking transactions.
• Guide customers to the right staff for solutions while handling confidential matters.
• Educate customers on mobile, ATM, and online banking trends.
• Support frontline staff with scheduled cash and non-cash transactions and report issues to management.
• Suggest improvements to branch operations to enhance customer experience.
• Assist in timely completion of business processes and ensure documentation accuracy.

Skills

Customer service

MS Office

Communication

Time management

Financial services knowledge

Independent worker

Education

IFC Certification (Investment Funds Canada)

Tools

Branch software

Internet

Job description

TD Bank Group in Vancouver is seeking a Personal Banking Associate Trainee to build relationships with customers and guide them to appropriate staff for financial solutions, including new accounts and investment advice.

The role requires a High School diploma with experience, IFC within 90 days, and strong MS Office skills. Training includes mobility within the assigned district and learning TD banking solutions and processes.