Personal Banking Associate Trainee - Remote

Overview

The Personal Banking Associate Trainee will engage with customers to understand their financial needs and provide guidance on banking services, ensuring a positive customer experience.

In Short

• Engage with customers to assess their financial needs.
• Direct customers to appropriate staff for financial solutions.
• Support frontline staff with banking operations.
• Promote digital banking services.
• Recommend improvements for customer experience.
• Ensure compliance with regulations and company policies.
• Contribute to a positive workplace environment.
• Participate in training and development programs.
• Communicate effectively with customers and teams.
• Maintain confidentiality and handle sensitive information.

Requirements

• High school diploma or equivalent.
• At least one year of relevant experience.
• Investment Funds in Canada Course (or equivalent) within 6 months.
• Post-secondary education is an asset.
• Proficiency in MS Office Suite.
• Knowledge of banking solutions and processes.
• Strong organizational and time management skills.
• Dynamic and detail-oriented with a positive attitude.
• Excellent communication skills.
• Ability to work independently in a fast-paced environment.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Training and onboarding support.
• Inclusive workplace culture.
• Access to mentorship programs.
• Recognition and rewards programs.
• Commitment to diversity and community impact.