Banking Experience Advisor

The Toronto-Dominion Bank (Canada); City of Lacombe; On-site; CAD 30,000 - 37,000; Full time

Job summary

TD Canada Trust in Lacombe, Alberta, is hiring a Customer Experience Associate to help customers with banking needs, process transactions, and deliver a positive experience at the branch.

You will understand customer needs, recommend suitable banking solutions, and work in a fast-paced environment while upholding TD's Code of Conduct and Ethics. This role offers growth opportunities and a supportive team focused on service excellence.

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 per procedures.
• Understand 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.
• 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 and participating in personal development.
• Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on routine activities.
• Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence

Skills

Communication

Time management

Organizational skills

Attention to detail

Education

High School diploma

Undergraduate degree asset

Tools

MS Office

Internet

Job description

TD Canada Trust in Lacombe, Alberta, is hiring a Customer Experience Associate to help customers with banking needs, process transactions, and deliver a positive experience at the branch.

You will understand customer needs, recommend suitable banking solutions, and work in a fast-paced environment while upholding TD's Code of Conduct and Ethics. This role offers growth opportunities and a supportive team focused on service excellence.