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TD Bank

Offers banking, loans, and wealth management.

Personal Banking Associate Trainee

Retail & Commercial BankingPosted on Nov 3
Full-timeSaint-Laurent, Montreal, QC, CanadaCA$45.7k - CA$61kIn-person

About the Job

Requirements

  • A high school diploma and/or at least one year of relevant experience.
  • Obtain Investment Funds Canada (IFC) or equivalent certification within 90 days of the start date.
  • Proficiency in Microsoft Office (Word, Excel, and Outlook), branch software, and the internet.
  • Knowledge of banking solutions and processes to advise customers.
  • Ability to work independently in a dynamic environment, with administration, organizational, planning, and time-management skills.
  • Ability to exercise initiative, handle several tasks, and adapt to changing priorities.
  • Customer experience skills and the ability to communicate verbally and in writing with customers and related teams.
  • For roles requiring mutual-fund licensing, meet applicable CIRO registration requirements. Licensing is subject to successful background screening, including criminal and credit checks; prior credit delinquencies must be fully resolved for at least six months before licensing can be obtained.
  • For Quebec roles, proficiency in a language other than French to support or serve clients who need services in another language.

Responsibilities

  • Engage customers in day-to-day advice needs, service transactions, digital education, and problem resolution related to banking solutions.
  • Understand customer needs and guide them to the appropriate contact for solutions while exercising sound judgment in confidential matters.
  • Educate customers about mobile, ATM, and online banking to build confidence in digital banking.
  • 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 to enhance customer experience and operational effectiveness.
  • Complete business processes and procedures accurately and on time.
  • 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 to achieve common objectives.

Desired Qualifications

  • A post-secondary or undergraduate degree in a related field.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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