Personal Banker Trainee

2 weeks ago


Okotoks, Canada TD Securities Full time

Personal Banker Trainee – TD Securities Location: Okotoks, Alberta, Canada. Hours: 37.5 hours per week. Line of Business: Personal & Commercial Banking. Pay: $52,700 - $74,400 CAD. Compensation policies allow progression through salary range. Base pay may vary based on skills, experience, location, and business needs. Candidates encouraged to inquire about compensation details with recruiter. Job Overview At TD Canada Trust, we serve as the frontline of TD Bank, building deep relationships with customers and providing information, advice, and service transactions. The Personal Banking Associate works in branch office, guiding customers to the appropriate staff member for financial queries and banking needs. The role entails fostering customer satisfaction, promoting products and services, and maintaining a positive experience. Typical Day In This Role 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 right staff for appropriate solutions, exercising judgement in confidential matters. Build customer confidence on emerging digital banking trends by educating on mobile, ATM, and online 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 achieve operational excellence. Participate in timely and accurate completion of business processes and procedures. Ensure prepared documentation is accurate, reflects business intentions, and is consistent with 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. 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 (related field) preferred. Proficiency in MS Office (Word, Excel, Outlook), branch software, and internet. Knowledge of banking solutions and processes to advise customers. A self‑starter who works independently in a dynamic environment through strong administration, organization, 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 customer‑experience skills who can effectively connect, verbally and in writing, with customers and related teams in a courteous, effective manner. Additional Information TD is committed to being a leader in customer experience and offers professional development through leadership conversations, mentorship, and training programs. Training and onboarding sessions will be provided to ensure success in the role. Interview Process: Applicants will be contacted if of interest. TD aims to communicate outcomes via email or phone. Accommodation: Accessibility is important. Applicants may request accommodations (e.g., accessible meeting rooms, captioning for virtual interviews). Language Requirement (Quebec Only): Sans Objet. #J-18808-Ljbffr



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