Personal Banking Associate Trainee - Repentigny
Core
Frontline banking associate guiding customers to appropriate staff for financial queries, new accounts, and investment advice while performing service transactions and promoting digital banking adoption.
Role type
Personal Banking Associate Trainee (Frontline IC)
Builds
Customer relationships and digital banking adoption
Domain
Retail Banking / Personal Finance
Deliverable
client delivery
Required skills
Customer service, MS Office proficiency, banking solutions knowledge, time management, verbal and written communication, problem resolution
Preferred skills
Post-secondary degree in related field, Investment Funds Canada (IFC) certification
Technologies
Branch software, MS Office (Word, Excel, Outlook), Mobile/ATM/Online banking platforms
Responsibilities
Engage customers in day-to-day advice needs and service transactions; Guide customers to the right contact person for appropriate solutions; Educate customers on digital banking trends; Support frontline staff with cash and non-cash transactions; Recommend improvements to branch operations; Ensure accurate documentation and compliance with regulations.
Seniority
Entry-level Trainee
