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TD Bank

Offers banking, loans, and wealth management.

Customer Experience Associate

Retail & Commercial BankingConfirmed live in the last 24 hours
Part-timeIn-person

About the Job

Requirements

  • A high school diploma and/or at least 1 year of relevant experience is required.
  • A post-secondary or undergraduate degree in a related field is preferred.
  • Established customer service skills are needed to perform routine activities and multi-step customer transactions.
  • A broad knowledge of the basic product suite for the supported business is required.
  • Working knowledge and skills developed through formal training or work experience are required.

Responsibilities

  • Create an exceptional customer experience through each interaction and contribute to improving the branch customer experience through service and advice.
  • Complete a broad range of financial transactions, such as deposits, withdrawals, and bill payments, accurately and efficiently.
  • Assist with responding to and resolving customer concerns, escalating them when necessary.
  • Identify customer needs, determine solutions to customer problems, and open a limited range of products or services for customers.
  • Support achievement of business objectives by supporting advice goals.
  • Promote products, advice, services, and banking capabilities.
  • Understand and apply operating policies and procedures.
  • Contribute to operational excellence objectives and support timely, accurate completion of business processes and procedures.
  • Escalate non-standard or high-risk transactions and activities as necessary.
  • Support and participate in process improvement opportunities.
  • Perform due diligence to support the accuracy of customer transactions and activities.
  • Comply with the Bank Code of Conduct.
  • Participate as a team member, promote team effectiveness, and contribute to a positive work environment.
  • Continuously develop knowledge in the assigned area and participate in performance management, development activities, and cross-training within the team.
  • Keep others informed and up to date about relevant information related to day-to-day activities.
  • Contribute to a fair, positive, and equitable environment that supports a diverse workforce.
  • Act as a brand champion for the business area and bank, internally and externally.
  • Evaluate and recommend customer solutions from established options.
  • Understand how assigned duties relate to the customer or advice team and how that team integrates with others.
  • Assess customer problems in straightforward situations using standard procedures, escalating non-standard issues internally and addressing routine requests with minimal discretion.
  • Follow standardized advice and customer service procedures and recommend process improvements in the work area.
  • Use communication skills to exchange and clarify product and process information, maintain composure, and ensure underlying details are understood.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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