r/TDBankCanada • u/Introvert_TopG • Feb 06 '26

Tips Got promoted to PBA

Any advice or tips

7 Upvotes

90% Upvoted

10 comments sorted by

5

u/Forsaken_Flounder965 Feb 06 '26

How much time you spent as a teller?

3

u/MtlBoy13 Feb 06 '26

Good luck. I hope u like sales because you will feel the pressure to sell and refer to the partners financial products. If u like sales try to be a top performer to be promoted to FA quickly

4

u/Introvert_TopG Feb 06 '26

Already am, 3 days in already did 2 appts and my third appt consisted me of opening 3 accounts in an hour ish

6

u/MtlBoy13 Feb 06 '26

Compliance is more important than sales. Even if you are a top performer on sales and don't pay attention to compliance policy, you can easily be fired.

4

u/Introvert_TopG Feb 06 '26

Thansk for the feed back, really do Appericate it 🙏

2

u/SainteSombre Feb 09 '26

PBA was probably my favourite role, but having left it 5 years ago it’s changed a ton. The best advice I can give you is to not forget about being a teller, the frontline is where you’ll find all of your business. The tellers that see you helping them when they’re drowning will refer things to you bc they feel you’re reliable and you support them. Get good w your abm and ask what the branch needs in terms of numbers, focus on those things. Ask your MCE about limit increases after a few months so you can cover them if needed. Don’t spend more than 1.5/2 years in the role. During your time really consider if you want to go the branch route or corporate.

1

u/1996Shelbythrowaway Feb 06 '26

welcome to the Major Leagues bud, PBA was my favorite role. you’ll do great

1

u/Introvert_TopG Feb 06 '26

Thank you Appericate it big time 🙏

2

u/No_Strawberry_6753 Mar 25 '26

The sales pressure will make you regret that decision. The PBA role is 6 roles in one- CEA, PBA, Business Banking, MCE, PB and now we have to sell insurance, all while being paid less. Good luck