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 in mobile, ATM, and online banking by providing digital education

Support 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

Participate in the timely and accurate completion of business processes and procedures

Ensure documentation is accurate, reflects business intentions, and complies with relevant regulations and TD's Code of Conduct and Ethics

Promote team effectiveness, participate in personal performance development, and share industry knowledge

Build and maintain customer relationships and provide information and advice on banking products, services, and solutions

Requirements

High School diploma and/or 1+ years of relevant experience

Investment Funds Canada (IFC) or equivalent - within 90 days of start date

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

Robust administration, organizational, planning and time management skills





Ability to work independently in a dynamic work setting

Ability to exercise initiative and handle several tasks and changing priorities

Strong verbal and written communication skills

Established customer experience skills

Mobility within the Assigned District and willingness to transfer and geographically relocate to another TD location within the assigned region

Geographic mobility is a condition of employment

Core Competencies
Demonstrates strong customer experience skills and proficiency in banking solutions, with a focus on effective communication and problem resolution. Capable of managing multiple tasks in a dynamic workplace while ensuring compliance with regulations and organizational standards.

Highest-signal resume keywords

Customer Experience Skills

Knowledge of Banking Solutions

Strong Verbal and Written Communication

Proficiency in MS Office

Investment Funds Canada (IFC) Certification

Hard Skills

Banking Solutions

Documentation Accuracy

Business Process Completion

Cash and Non-Cash Transactions

Digital Education

Soft Skills

Strong Administration Skills

Organizational Skills

Planning Skills

Time Management Skills

Initiative

Certifications & Qualifications

Investment Funds Canada (IFC)

Industry Keywords

Customer Problem Resolution

Branch Operations

Code of Conduct and Ethics

Geographic Mobility

Team Effectiveness

Tools & Technologies

MS Office

Branch Software

Internet

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📌 Personal Banking Associate Trainee (Ontario)
🏢 Jobtailor
📍 Ontario