Personal Banking Associate Trainee
Role Overview
Trainee role supporting customers with financial queries, banking needs, accounts, investment advice, and banking solutions.
The position is based in a branch office and includes a training program and district mobility requirement.
Key Skills for This Role
Full Job Posting
Role overview
Trainee role supporting customers with financial queries, banking needs, accounts, investment advice, and banking solutions.
The position is based in a branch office and includes a training program and district mobility requirement.
Key responsibilities
- Help customers with advice needs, service transactions, digital education, and banking problem resolution.
- Understand customer needs and direct customers to appropriate staff for solutions, using judgment with confidential information.
- Educate customers about mobile, ATM, and online banking.
- Support frontline staff with cash and non-cash transactions, resolve critical issues, and report non-standard matters.
- Recommend improvements to branch practices and processes and complete business procedures accurately and on time.
- Ensure documentation reflects business intentions and complies with regulations and the bank's code of conduct.
- Support team effectiveness, personal development, and knowledge sharing.
Requirements
- High school diploma and/or at least 1 year of relevant experience.
- IFC or equivalent certification required within 90 days of start date.
- Proficiency with MS Office, branch software, and the internet.
- Knowledge of banking solutions and processes; strong organization, planning, and time management.
- Initiative, diligence, influencing ability, communication skills, and ability to handle changing priorities.
- Mobility within the assigned district is required and may involve transfer and relocation within the assigned region.
Preferred qualification
- A post-secondary or undergraduate degree in a related field is preferred.
Work location and mobility
- The posting lists Whitby, Ontario, as the work location and describes the role as a branch office opportunity.
- After training, placement may require transfer and geographic relocation to another TD location within the assigned region.
Employment details
- Full-time role; listed hours are 37.5 per week.
Pay
- The stated pay range is CAD $45,700–$61,000; no pay cadence is specified.
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