Personal Banking Associate Trainee

at  TD Bank

JOB DESCRIPTION:

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?

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

WHO WE ARE:

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

· 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