Full-Time

French Bilingual Customer Account Specialist II

Customer Assistance

Posted on 2/21/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Consulting
Financial Services

Compensation Overview

CA$45.3k - CA$63.9kAnnually

Junior

Nanaimo, BC, Canada

The job requires in-person training and onboarding sessions, and the candidate will spend about 5% of their time at a TD location for team events.

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service

You match the following TD Bank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bilingual (French/English)
  • High School Diploma or equivalent
  • Previous collection, credit experience and or call center and banking experience are an asset
  • Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns
  • Must display a high professional manner, along with sound judgment, time - management and decision-making skills
  • Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics
  • Digital literacy across a broad range of devices (e.g., Desktops, laptops, headsets, etc.)
  • Flexibility, resiliency, and a positive attitude when responding to challenging situations
  • Expected to meet the needs of customers by offering advice based on their total financial situation and possessing a thorough knowledge of customer life cycle needs
  • Ability to work both independently and as part of a team
Responsibilities
  • Support customers through inbound and outbound calls
  • Deliver legendary customer service by providing each caller with the right advice to meet their unique banking needs
  • Strive to deliver an outstanding customer service experience by offering friendly support through knowledge of TD products, services, and solutions
  • Resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns
  • Consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets
  • Actively participate in ongoing training and coaching support to help you continue to grow and develop in your role
Desired Qualifications
  • Previous collection, credit experience and or call center and banking experience are an asset

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities, focusing on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Unlike many competitors, TD Bank emphasizes a personalized and holistic approach to financial planning, ensuring that advice is relevant and tailored to individual needs.

Company Size

11-50

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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