Customer Experience Advisor – Banking Solutions

Farm Credit Canada; Town of Westlock; On-site; CAD 42,000 - 54,000; Full time

Job summary

TD Bank is seeking a Customer Experience Associate to deliver exceptional customer interactions and accurate financial processing. The role emphasizes understanding customer needs, offering banking solutions, and maintaining compliance with procedures and ethics.

A fast-paced environment requires strong organizational and communication skills. The position focuses on building positive client relationships, contributing to a supportive team, and promoting efficient processes to enhance customer

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Undergraduate degree or equivalent asset.

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

Time management

MS Office

Education

High School diploma

Undergraduate degree (asset)

Tools

MS Office

Job description

TD Bank is seeking a Customer Experience Associate to deliver exceptional customer interactions and accurate financial processing. The role emphasizes understanding customer needs, offering banking solutions, and maintaining compliance with procedures and ethics.

A fast-paced environment requires strong organizational and communication skills. The position focuses on building positive client relationships, contributing to a supportive team, and promoting efficient processes to enhance customer