Customer Experience Associate
TD
Job Overview
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Job Description
Department Overview
At TD Canada Trust, you'll be on the frontline, building deep and lasting relationships with customers. This involves performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. The branch team focuses on understanding customer needs, identifying opportunities to promote products and services, and referring customers to appropriate internal Bank partners, all while ensuring a positive customer experience. Join TD Canada Trust and embody the principles: Think like a customer, Act like an Owner, Innovate with purpose, and Execute with Speed and Impact.
About the Customer Experience Associate Role
Are you ready to create delightful customer interactions and accurately process financial transactions? As a Customer Experience Associate, you'll be an all-around champion, understanding customer needs and advising on best-suited banking solutions for a positive customer experience. This role offers a sense of achievement through excellent customer service.
Key Responsibilities
- Process financial transactions (deposits, withdrawals, bill payments) following standardized operating procedures, industry regulations, and TD's Code of Conduct and Ethics.
- Understand and determine customer needs to recommend tailored solutions, exercising discretion with confidential matters.
- Respond to and resolve customer concerns using standard procedures, escalating non-standard activities as necessary.
- Achieve assigned goals and business objectives by promoting banking solutions and completing business processes accurately and timely.
- Connect personally with customers to advise clearly and appropriately 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 informed on routine activities.
- Deliver quality customer experiences and recommend operational improvements for excellence.
Job Requirements
- High School diploma and/or 1+ years of relevant experience.
- Undergraduate degree or equivalent is considered an asset.
- Strong administration, organizational, planning, and time management skills for a fast-paced environment.
- Hands-on knowledge of MS Office (Word, Excel, Outlook) and internet usage.
- Proactive individual who can exercise initiative, is accurate, detail-oriented, and can manage multiple tasks and changing priorities.
- Dynamic communicator with established customer experience skills, capable of connecting verbally and in writing with diverse individuals in a calm, courteous, and effective manner.
Who We Are: TD
TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches/stores. Serving over 27 million households and businesses across Canada, the United States, and globally, TD strives to make every interaction, product, and experience remarkably human and refreshingly simple. With over 95,000 colleagues, TD fosters deeper relationships, ensures disciplined execution, and builds a simpler, faster banking experience, committing to leadership in client experience.
Our Total Rewards Package
TD’s Total Rewards package reflects investments in colleagues' financial, physical, and mental well-being. It includes base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits, discounts, career development, and reward and recognition programs.
Additional Information & Colleague Development
TD is committed to supporting colleagues' growth through regular development conversations, training programs, and a competitive benefits plan. Opportunities for career paths, skill building, and an online learning platform are available, alongside mentoring programs. TD fosters a respectful workplace where diverse perspectives are valued, and everyone has fair opportunities to grow and achieve career goals, hiring and developing the best talent.
Training & Onboarding
Comprehensive training and onboarding sessions will be provided to ensure you have all the necessary tools and knowledge for success in your new role.
Key skills/competency
- Customer Service
- Financial Transactions
- Banking Solutions
- Problem Solving
- Communication Skills
- Time Management
- Organizational Skills
- MS Office Suite
- Sales/Referral Skills
- Team Collaboration
How to Get Hired at TD
- Research TD's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor to align your application.
- Customize your resume: Highlight customer service, financial transaction processing, and communication skills, tailoring it for a Customer Experience Associate role at TD.
- Showcase problem-solving: Prepare examples demonstrating how you've resolved customer concerns and identified solutions in past roles.
- Practice behavioral questions: Focus on your ability to connect with customers, work in a team, and manage multiple priorities effectively in a banking environment.
- Understand TD's products: Familiarize yourself with basic banking solutions and products offered by TD Canada Trust to show genuine interest.
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