Banking Customer Experience Specialist

TD; Kelowna; On-site; CAD 32,000 - 39,000; Full time

Job summary

TD Canada Trust is seeking a Customer Experience Associate in Kelowna to support customers with a range of transactions and advisory services. You will promote TD products and solutions at the branch, ensuring a positive customer experience and accurate handling of financial activities.

You will work to understand customer needs, provide friendly, knowledgeable service, and refer to the appropriate TD partner as needed, while maintaining high standards of accuracy and confidentiality.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• 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.

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

Skills

Customer service

Communication

Organization

Time management

Detail oriented

Problem solving

Education

High School diploma

Undergraduate degree asset

Tools

MS Office

Job description

TD Canada Trust is seeking a Customer Experience Associate in Kelowna to support customers with a range of transactions and advisory services. You will promote TD products and solutions at the branch, ensuring a positive customer experience and accurate handling of financial activities.

You will work to understand customer needs, provide friendly, knowledgeable service, and refer to the appropriate TD partner as needed, while maintaining high standards of accuracy and confidentiality.