Personal Banker Trainee / Manager Personal Financial Services Trainee I - Remote

Overview

The Personal Banker Trainee role at TD involves providing expert advice to clients on personal and commercial banking products and services, ensuring exceptional customer experiences and contributing to business goals.

In Short

• Act as a branch expert for clients and colleagues.
• Provide tailored financial advice to enhance client satisfaction.
• Conduct comprehensive financial reviews and make recommendations.
• Support first-line colleagues with operations as needed.
• Contribute to achieving business objectives through proactive client engagement.
• Maintain compliance with regulations and company policies.
• Participate in team activities and knowledge sharing.
• Engage in continuous personal and professional development.
• Ensure accurate documentation and risk management.
• Foster a positive workplace culture focused on teamwork and service excellence.

Requirements

• High school diploma; post-secondary education is an asset.
• Minimum one year of relevant experience.
• Completion of relevant financial services courses.
• Strong communication and interpersonal skills.
• Ability to work collaboratively in a team environment.
• Knowledge of local market trends and economic factors.
• Proficient in risk management and compliance practices.
• Customer service-oriented mindset.
• Adaptability to changing regulations and market conditions.
• Commitment to personal growth and development.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Retirement savings programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Supportive and inclusive work environment.
• Access to training and mentoring programs.
• Recognition and reward programs.
• Commitment to diversity and inclusion.
• Opportunities to contribute to community initiatives.