Personal Banking Associate Trainee
Work Location: Delta, British Columbia, Canada
Hours: 37.5
Line of Business: Personal & Commercial Banking
Pay Details: $45,700 - $61,000 CAD
Job OverviewTD Canada Trust seeks a Personal Banking Associate Trainee to guide customers to the appropriate staff member for resolving financial queries and banking needs, including new accounts, investment advice, and banking solutions. The role focuses on building relationships, providing customer service, and supporting frontline operations.
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 judgment 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
- 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
This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District. Upon completion of the training program, you may be assigned to a position compatible with your training, including potential transfer and geographic relocation within the region.
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