Full-Time

Contact Center Rep III

Direct Investing

Posted on 4/23/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$24.14 - CA$34.06/hr

Junior, Mid

Markham, ON, Canada

Category
Customer Success
Sales & Account Management
Required Skills
Sales
Connection
Connection
Connection
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Requirements
  • High School diploma, Undergraduate degree and/or
  • 1+ years relevant experience
  • Mandarin & Cantonese required
  • Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns
  • 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., smartphones, tablets, laptops, headsets, etc.)
  • Flexibility, resiliency, and a positive attitude when responding to challenging situations
  • Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices
  • Expertise in a variety of sales and service-related activities to provide customers / partners with support on transactions, activities, and product
Responsibilities
  • Create an exceptional customer experience with every client interaction and contribute to the ongoing improvement of the overall customer experience by ensuring advice, service, and inquiries and/or issues are managed promptly and effectively under all conditions
  • Identify customer needs and determine solutions to customer problems
  • Use ability to discover and advise on meeting/exceeding customer needs by asking curious questions
  • Offer comprehensive product knowledge and/or guidance as it relates to their respective business area
  • Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary
  • May identify cross-sell opportunities and/or refer customers/partners to internal Bank partners
  • Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of customer/partner life cycle needs
  • Complete a broad range of financial transactions (e.g., withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner
  • Support the timely and accurate completion of business processes and procedures
  • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Desired Qualifications
  • Preference given to those with experience in financial or service industries

TD Bank provides wealth management services to help Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique financial goals through a detailed discovery process that incorporates behavioral finance. This process results in a personalized Wealth Personality™ profile, which guides the creation of a customized wealth plan. TD Bank focuses on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Their goal is to offer relevant and tailored financial advice that evolves with the client's life priorities.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Digital banking adoption is driving demand for enhanced mobile banking features.
  • Open banking allows TD Bank to collaborate with fintech for personalized services.
  • Sustainability trends support TD Bank's focus on green finance initiatives.

What critics are saying

  • Competition from fintechs pressures TD Bank to innovate rapidly.
  • Rising interest rates may reduce demand for new home loans.
  • Remote work trends could impact TD Bank's commercial real estate investments.

What makes TD Bank unique

  • TD Bank is leveraging AI for advanced fraud detection and prevention.
  • The bank is integrating ESG criteria into its lending and investment decisions.
  • TD Bank is exploring blockchain for cross-border transaction efficiency.

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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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