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Added 32 mins ago
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Other

Personal Banker Trainee

Greater Napanee, ON, Canada

Pay: $50,600 - $71,400 CAD
Job type: Full-time
Apply by: Oct 2, 2026
Experience: 1+ years relevant experience
Posting language: English
Posted: Sep 18, 2026

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Original job description

Work Location:

Napanee, Ontario, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

$50,600 - $71,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

CUSTOMER

Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures
Provide sound advice with every customer interaction, contributing to an exceptional customer experience
Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions
Improve customer financial confidence through ongoing dialogue and by answering questions
Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs
Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances
Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary
Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the personal banker occupies
Support the frontline with transactions, as necessary
May act as a point of escalation and support for the frontline and advice colleagues, ensuring customer problems are handled appropriately, when required

SHAREHOLDER

Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to increase profitability and enable business growth
Promote and offer full suite of products, advice, services and banking capabilities
Contribute to business objectives for Operational Excellence
Support the timely and accurate completion of business processes and procedures
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Ensure documentation that is prepared / completed is accurate and properly reflects customer / business intentions and is consistent with relevant rules / regulations
Identify, suggest and actively participate in process improvement opportunities
Ensure necessary due diligence to support the accuracy of all transactions / activities
Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit; demonstrate ability and commitment towards reaching expert level within role
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH:

Requires specialized expertise to provide complex transaction/ product feature advice and guidance to customers
Requires specialized skills and expertise in a range of products, services, concepts and processes and could be characterized by moderate - high complexity / risk
Acts as an advice process/product expert to customers and/or internal partners
Identifies complex problems and formulates the most appropriate solution
Acts as a team lead and/or escalation point for complex issues, coordinating the work of others and providing coaching to maintain service, process and product standards
Uses insights into how the customer or advice team integrates with other teams to coordinate efforts and resources to achieve shared objectives
Has direct impact on the quality of the duties performed, or services provided, to the advice team and the unit supported
Implements advice and customer service procedures and approaches to complete work
Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
Generally requires specific formal certifications at this level of expertise
Generally reports to an Assistant Branch Manager or Branch Manager

EXPERIENCE AND / OR EDUCATION

High School diploma and/or
1+ years relevant experience
IFIC or CSC
CFSA to be completed upon hire
Post-Secondary or Undergraduate degree (in related field) preferred

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

Apply About employer

More about this job

Responsibilities

Act as a subject matter expert to provide sound financial advice and resolve customer issues within the branch. Proactively acquire and retain customers while ensuring operational excellence and risk management compliance.

Requirements

Requires a high school diploma and at least one year of relevant experience, with a post-secondary degree preferred. Candidates must be willing to complete IFIC or CSC CFSA certifications upon hire.

Skills

Personal banking
Business banking
Customer service
Financial advice
Risk management
Relationship management
Sales
Operational excellence
Regulatory compliance
Transaction processing
Coaching
Communication
Problem solving
Market knowledge

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Commercial Banking
Financial Services
Customer Experience
Risk Management
Regulatory Compliance
Operational Excellence
Sales
Relationship Management
IFIC
CSC
CFSA
Banking
Financial Advice
Portfolio Management
Due Diligence
Process Improvement
Branch Operations

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