Full-Time

Customer Experience Associate

Confirmed live in the last 24 hours

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

No salary listed

Junior

Burnaby, BC, Canada

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
Requirements
  • High School diploma
  • 1+ years of relevant experience
  • Post-Secondary or Undergraduate degree (in related field) preferred
Responsibilities
  • Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service and advice
  • Complete a broad range of financial transactions (e.g., deposits, withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner
  • Assist with responding and resolving customer concerns, escalating when necessary
  • Identify customer needs and determine solutions to customer problems, and open a limited range of products and/or services for customers
  • Support the achievement of business objectives by supporting advice goals
  • Promote products, advice, services and banking capabilities
  • Understand and apply operating policies and procedures
  • Contribute to business objectives for Operational Excellence
  • Support the timely and accurate completion of business processes and procedures
  • Escalate non-standard or high-risk transactions / activities as necessary
  • Support and participate in process improvement opportunities
  • Ensure necessary due diligence to support the accuracy of all customer transactions / activities
  • Be knowledgeable of and comply with Bank Code of Conduct
  • Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment
  • Support the team by continuously developing knowledge in own area
  • Participate in personal performance management and development activities, including cross training within own team
  • Keep others informed and up-to-date about all relevant or useful 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 your business area/function and the bank, both internally and/or externally
  • Requires established customer service skills to perform a range of routine activities and multi-step customer transactions, generally with limited financial impact
  • Requires a broad knowledge regarding basic product suite of business supported
  • Evaluates and recommends customer solutions from established options
  • Understands how the assigned duties relate to others in the customer or advice team and how the team integrates with others
  • Identifies and assesses customer problems in straight forward situations using standard procedures, and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion
  • Impacts team results through the quality of the services or information provided to customers
  • Follows standardized advice and customer service procedures and practices and recommends opportunities to improve processes in their own work area
  • Uses communication skills to exchange/clarify product/process information with composure and ensures underlying details are understood
  • Requires working knowledge and skills developed through formal training or work experience
Desired Qualifications
  • Post-Secondary or Undergraduate degree (in related field) preferred

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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