Banking Customer Experience Associate | Solutions & Service

Uber Eats; Nanaimo; On-site; CAD 42,000 - 54,000; Full time

Job summary

TD in Nanaimo, Canada is seeking a Customer Experience Associate to assist customers with financial transactions and banking solutions. You will process deposits, withdrawals, bill payments, and provide accurate information while upholding TD's Code of Conduct and Ethics.

You'll build rapport with clients, identify needs, advise suitable banking products, and support team objectives in a fast-paced environment. A strong communicator with solid MS Office skills will thrive here.

Qualifications

• High School diploma 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 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.

Skills

Administration

Organization

Planning

Time management

Communication

Education

High School diploma

Undergraduate degree

Tools

MS Office

Job description

TD in Nanaimo, Canada is seeking a Customer Experience Associate to assist customers with financial transactions and banking solutions. You will process deposits, withdrawals, bill payments, and provide accurate information while upholding TD's Code of Conduct and Ethics.

You'll build rapport with clients, identify needs, advise suitable banking products, and support team objectives in a fast-paced environment. A strong communicator with solid MS Office skills will thrive here.