Full-Time

Customer Experience Associate

Posted on 2/1/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

CA$22.50 - CA$28.33Hourly

Entry, Junior

Surrey, BC, Canada

Category
Commercial Banking
Finance & Banking
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
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 work in a fast-paced environment
  • Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet
  • A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities
  • A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner
Responsibilities
  • 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 and resolve customers' concerns using standard procedures and 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 as well as 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 opportunity exists to improve and achieve operational excellence
Desired Qualifications
  • Undergraduate degree or equivalent is 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. Key services include building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. TD Bank differentiates itself by focusing on personalized, goals-based financial planning rather than just numerical assessments, ensuring that clients receive tailored advice that evolves with their needs.

Company Size

11-50

Company Stage

IPO

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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