Banking Customer Experience Specialist

TD; Penticton; On-site; CAD 30,000 - 37,000; Full time

Job summary

TD Canada Trust, located in Penticton, BC, is seeking a Customer Experience Associate to deliver excellent service by processing transactions, identifying customer needs, and guiding clients toward appropriate banking solutions. You’ll engage with customers, resolve inquiries, and contribute to a positive team environment in a fast-paced retail banking setting.

The role emphasizes accurate processing, courteous communication, and adherence to TD’s policies while supporting daily operations and

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.
• 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

Organizational skills

Planning

Time management

Customer service

Education

High School diploma

Undergraduate degree

Tools

MS Office

Internet

Job description

TD Canada Trust, located in Penticton, BC, is seeking a Customer Experience Associate to deliver excellent service by processing transactions, identifying customer needs, and guiding clients toward appropriate banking solutions. You’ll engage with customers, resolve inquiries, and contribute to a positive team environment in a fast-paced retail banking setting.

The role emphasizes accurate processing, courteous communication, and adherence to TD’s policies while supporting daily operations and