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Personal Banking Associate Trainee
Personal Banking Associate TraineeTD • Penticton, British Columbia
Personal Banking Associate Trainee

Personal Banking Associate Trainee

TD • Penticton, British Columbia
2 days ago
Job type
  • Full-time
Job description

Description

Can youestablish, build, andmaintainimpactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking AssociateTrainee for our branch office who can guide customers to theappropriate staffmember for resolving their financial queries and banking needs, including new accounts, investmentadviceand banking solutions. Do you think you have what it takes?

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 forappropriate solutionswhile 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, branchoperationsand processes to enhance customer experience and achieve operational excellence

Participate in thetimelyandaccuratecompletion of business processes and procedures

Ensure prepared documentation isaccurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics

Help build a positive andequitablework environment by promoting team effectiveness,participatingin personal performancedevelopmentand 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

Proficiencyin using MS Office (Word,Exceland 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. The timing of thispostingwill bedeterminedby your progress in the training program and our ability toidentifyan appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within your assigned region. It is our understanding that you are mobile to any location in this region. You are also aware that your geographic mobility is a condition of this employment.

Who We Are : TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Additional Information :

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you! Language Requirement (Quebec only) : Sans Objet

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Personal Banking Associate Trainee • Penticton, British Columbia

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