Personal Banking Associate – Etobicoke in Ottawa

Location: Etobicoke, Ontario, Canada

Schedule: 37.5 hours per week

Sector: Personal and Commercial Banking

Compensation Details: $47,500 - $61,000 CAD

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 customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

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 Trainee 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.

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 a 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, we intend to assign you to a position which will be compatible with your training. The timing of this posting will be determined by your progress in the training program and our ability to identify an appropriate opportunity. This may involve a transfer and geographic relocation to another TD location within your assigned region.

We are committed to supporting your success and fostering a respectful workplace where diverse perspectives are valued, where everyone has equal opportunities to advance, and where you can fully realize and achieve your career goals.