Personal Banking Associate Trainee
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Key skills for this role
About the Role
TD Canada Trust is hiring a Personal Banking Associate Trainee in Abbotsford, BC. You will engage customers, perform service transactions, provide digital education, and resolve issues.
Key Skills for This Role
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 on 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
Requirements
- High School diploma and/or 1+ years of relevant experience
- Investment Funds Canada (IFC) or equivalent – post appointment within 6 months
- Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
- Knowledge of banking solutions and processes to advise customers
- Must be mobile within the Assigned District upon completion of training
Full Job Posting
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 customer
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 on 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 – post appointment within 6 months
- 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
Trainee Mobility
- This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District.
- Upon completion of the training program, we intend to assign you to a position which will be compatible with your training.
- This may involve a transfer and geographic relocation to another TD location within your assigned region.
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