Personal Banking Associate Trainee serving TD Canada Trust branch customers with banking advice, transactions, and digital education. Supporting frontline operations and guiding customers to appropriate financial solutions.
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 mobile, ATM, and online banking by providing digital education
Support 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
Participate in the timely and accurate completion of business processes and procedures
Ensure documentation is accurate, reflects business intentions, and complies with relevant regulations and TD's Code of Conduct and Ethics
Promote team effectiveness, participate in personal performance development, and share industry knowledge
Build and maintain customer relationships and provide information and advice on banking products, services, and solutions
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
Strong administration, organizational, planning and time management skills
Ability to work independently in a dynamic work environment
Ability to exercise initiative and handle several tasks and changing priorities
Strong verbal and written communication skills
Established customer experience skills
Mobility within the Assigned District and willingness to transfer and geographically relocate to another TD location within the assigned region
Geographic mobility is a condition of employment
Benefits
Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs
Regular development conversations, training programs, and a competitive benefits plan
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