Customer Experience Associate
TD Securities
Job Overview
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Job Description
Customer Experience Associate at TD Securities
At TD Canada Trust, we are the frontline of TD Bank, striving to build deep and long-lasting relationships with our customers. We perform a broad range of customer service transactions and provide information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services, referring customers to the appropriate team member or internal Bank partner, all while ensuring a positive customer experience.
Join TD Canada Trust and embody the principles of Thinking like a customer, Acting like an Owner, Innovating with purpose, and Executing with Speed and Impact.
About the Role
Can you bring your charming self to work and make customer interactions delightful? Can you accurately process financial transactions and achieve a sense of accomplishment by providing excellent customer experience? If so, take the next step to your future today and apply for the position of a Customer Experience Associate. We are seeking an all-around champion who can understand customer needs and advise on the best-suited banking solutions for a positive customer experience.
In This Role, You Will
- Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations, and TD's Code of Conduct and Ethics.
- Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters.
- Respond to and resolve customers' concerns using standard procedures, escalating non-standard activities as necessary.
- Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.
- Connect personally with customers to advise them appropriately and clearly on banking solutions and processes.
- Help build a positive, diverse, and equitable work environment by promoting team effectiveness and participating in personal performance development.
- Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities.
- Deliver quality customer experiences and recommend operational improvements where opportunities exist to enhance operational excellence.
Job Requirements
- High School diploma and/or 1+ years of relevant experience.
- Undergraduate degree or equivalent is an asset.
- Strong administration, organizational, planning, and time management skills to thrive in a fast-paced environment.
- Hands-on knowledge of using MS Office (Word, Excel, and Outlook) and internet.
- A proactive individual who can exercise initiative and be accurate and detail-oriented to handle multiple tasks and changing priorities.
- A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with diverse individuals in a calm, courteous, and effective manner.
Who We Are
TD is one of the world's leading global financial institutions and 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 across 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, believing that all colleagues, regardless of their role, 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 about our comprehensive benefits.
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 and 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!
Key skills/competency
- Customer Service
- Financial Transactions
- Client Relationship Management
- Problem Resolution
- Banking Solutions
- Communication Skills
- Time Management
- MS Office Proficiency
- Attention to Detail
- Team Collaboration
How to Get Hired at TD Securities
- Research TD Securities' culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume effectively: Customize your resume to highlight customer service, financial transaction processing, and communication skills, aligning with the Customer Experience Associate role.
- Showcase customer focus: Prepare specific examples demonstrating your ability to build relationships, resolve issues, and provide excellent service at TD Securities.
- Understand banking solutions: Familiarize yourself with common banking products and services offered by TD Canada Trust to discuss during interviews.
- Practice behavioral questions: Be ready to discuss how you've handled challenging customer situations, managed multiple priorities, or contributed to team goals.
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