Personal Banking Associate Trainee - 37.5h
On-site · Dollard-Des Ormeaux, Quebec, Canada
Job Summary
Deliver customer service transactions and provide information/advice on services, products, and solutions to banking customers; guide customers to appropriate staff for resolving financial queries including new accounts, investment advice, and banking solutions; engage customers in day-to-day advisory needs, service transactions, digital education, and customer problem resolution; support frontline staff with scheduled cash and non-cash transactions; promote improvements to branch operations and processes to enhance customer experience; participate in timely completion of business processes and procedures; ensure documentation aligns with regulations and Code of Conduct; promote a positive, equitable work environment and participate in performance development; mobility within assigned district with potential geographic relocation within the region; complete training program with potential assignment to a position aligned with training progress.
Required Qualifications
- 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 (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
- A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
- A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
- A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
- Trainee Mobility
- This opportunity includes a mobility clause that requires a candidate to be mobile within the Assigned District.
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