CEA - Okanagan College Penticton 09 / 02 / 2025 - Future Opportunities

The Toronto-Dominion Bank; Penticton; On-site; CAD 30,000 - 40,000; Part time

Job summary

A leading financial institution is seeking a Customer Experience Associate in Penticton, BC. The role involves processing customer transactions, understanding customer needs, and providing banking solutions. The candidate should have a high school diploma and excellent communication skills. Join a dynamic team dedicated to improving customer experience in a part-time capacity.

Benefits

Base salary

Health and well-being benefits

Career development programs

Qualifications

• High School diploma and/or 1 year of relevant experience.
• Dynamic communicator who can connect verbally and in writing.
• Strong administration, organizational planning and time management skills.

Responsibilities

• Process financial transactions like deposits and withdrawals.
• Understand and determine customer needs to recommend solutions.
• Connect personally with customers to advise them appropriately.

Skills

Administration skills

Organizational planning

Time management

Customer experience skills

Communication skills

Education

High School diploma

Undergraduate degree or equivalent

Tools

MS Office (Word, Excel, Outlook)

Job description

Overview

Work Location: Penticton British Columbia Canada

Hours: Part-Time

Department: Personal & Commercial Banking

Employment Type: Part-Time

Job Description

At TD Canada Trust we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products and solutions to existing or prospective TD customers. At the branch we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer Act like an Owner Innovate with purpose and Execute with Speed and Impact.

Position: Customer Experience Associate. We are seeking an all-around champion who can understand customer needs and advise best-suited banking solutions for a positive customer experience.

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 to and resolve customer concerns using standard procedures and escalate 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 and participating in personal performance development.
• Assist the team by staying dedicated, respectful of coworkers, and keeping everyone up-to-date on the status of routine activities.
• Deliver quality customer experiences and identify operational improvements to achieve operational excellence.

Qualifications

• High School diploma and/or 1 year 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 MS Office (Word, Excel and Outlook) and internet.
• Ability to exercise initiative, be accurate and detail oriented to handle several tasks and changing priorities.
• Dynamic communicator with established customer experience skills who can connect verbally and in writing with different people in a calm, courteous and effective manner.

Who We Are

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. We deliver legendary customer experiences to millions of households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent and creativity to the Bank. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

We are committed to customer experience excellence and building capabilities to shape the future of banking. Regular leadership and development conversations, mentorship and training programs support your growth. TD continues to grow — and so will you.

Total Rewards and Benefits

Our Total Rewards package includes base salary, variable compensation and additional plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development and recognition programs.

Additional Information

This job opportunity is subject to provincial regulation for employment purposes. Each province or territory in Canada may have its own regulations and requirements.

Colleague Development: Regular career development and performance conversations, access to online learning and mentoring programs to help unlock future opportunities.

Training & Onboarding: We provide training and onboarding sessions to ensure you succeed in your new role.

Interview Process: We will reach out to candidates of interest to schedule an interview and communicate outcomes by email or phone.

Accommodation: We support accessibility needs during the interview process. Please request accommodations if needed.

Language Requirement (Quebec only): Sans Objet

Vacancy: 1