Banking Customer Experience Specialist

TD; Kelowna; On-site; CAD 47,000 - 59,000; Full time

Job summary

TD Canada Trust in Kelowna, BC is seeking a Customer Experience Associate to join our Personal & Commercial Banking team. You will process financial transactions, assess customer needs, and promote banking solutions to help clients achieve their goals with accuracy and care.

You will work in a fast-paced branch environment, using MS Office tools, and you will be expected to deliver friendly, reliable service while adhering to policy and compliance requirements, supporting a positive customer

Qualifications

• 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

Skills

Customer service

Communication

Time management

Detail oriented

Education

High School diploma

Undergraduate degree asset

Tools

MS Office

Job description

TD Canada Trust in Kelowna, BC is seeking a Customer Experience Associate to join our Personal & Commercial Banking team. You will process financial transactions, assess customer needs, and promote banking solutions to help clients achieve their goals with accuracy and care.

You will work in a fast-paced branch environment, using MS Office tools, and you will be expected to deliver friendly, reliable service while adhering to policy and compliance requirements, supporting a positive customer