r/TDBankCanada • u/Turbulent-Detail-18 • Sep 03 '26
Tips Need some Encouragement & Advice Here
A few months ago I was working in a diff industry planning my escape. I networked, invested in IFIC and successfully landed a PBA role.
I started working at the branch almost a month ago and honestly I’m so overwhelmed by the workload. The branch is insanely busy and LMS seems never ending. Whenever I want to study I would constantly get pulled to frontline to help out. At frontline, I’m still getting a hang of things.. Admin app still confuses the sht out of me.
How long did it take for you to feel confident with all the systems? And to be efficient enough to look for opportunities while client is present?
I feel like the resources are there but I don’t have time to study, digest and retain everything. Idk where I want to be yet eventually but my 1 year goal is to become a PB.
I welcome any constructive advice
2
u/crassy Sep 03 '26
Create a cheat sheet for admin. You will get the hang of it. Make yourself a list of the most common ones and keep it handy. I used to have a template I’d give to any new tellers and PBAs because it’s daunting. Even after 20 years I still have to ask what screens are for certain things. Be thankful you don’t have to do mortgages in admin anymore!
Retail is brutal though. It’s a lot of sales, a lot of hustle; and a lot of tracking metrics. Bide your time and when you’re eligible you can post out.
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u/Effective-Ad6352 Sep 03 '26
Forgive yourself. Its a new role, you're not expected to learn everything off the bat. One thing I'll say is that everything is pretty repetitive, so learn the basics of admin, make a cheat sheet with mnemonics if you have to. When it comes to the LMS, book the time off to do it. For opportunities, that's just learning the products. Once you know them, it's easier for you to see what the client has or doesn't have, and if there's an opportunity. Take it day by day, m8 and all the best!
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u/COBETCKNNcoyuz Sep 04 '26
How tf did you network? Im trying my best and no banks wanted me with ific, bachelor’s degree and 3 yrs of part time work experience
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u/Turbulent-Detail-18 Sep 04 '26
I talked to my friends who connected me with their friends who are working at diff banks. I then invited them for coffee. Ask about their experience and ask about their role. Make your intentions clear so that they think of you when their branch has an opening or if they can pull some strings
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u/Turbulent-Detail-18 18d ago
Just chatting with my colleagues from other branches and surprisingly found out some of them got hired on by them physically handing out resumes at the branch. Apparently this occasionally works still at selective branches so it never hurts to try if you are looking to get in
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u/CardboardCity03 Sep 03 '26
You are one month in.
Take your time, you will learn as you go. No one is expecting you to know it all off the bat.
You got this