Customer Experience Associate

TD; British Columbia; On-site; CAD 35,000 - 55,000; Part time

Job summary

Join a leading global financial institution where you will play a crucial role in delivering exceptional customer service. In this dynamic position, you will engage with customers, assist with a variety of financial transactions, and contribute to a positive branch experience. This role offers a unique opportunity to develop your skills in a supportive environment that values growth and innovation. With a commitment to employee development and a comprehensive rewards package, you’ll be empowered to thrive in your career while making a meaningful impact on the lives of customers and communities. Take the next step in your professional journey with a firm that prioritizes your success.

Benefits

Health and Well-being Benefits

Savings and Retirement Programs

Paid Time Off

Banking Benefits and Discounts

Career Development Programs

Reward and Recognition Programs

Qualifications

• 1+ years relevant experience in customer service or banking.
• High School diploma required, degree preferred.

Responsibilities

• Create exceptional customer experiences and resolve concerns.
• Process financial transactions accurately and efficiently.

Skills

Customer Service Skills

Financial Transaction Processing

Problem Solving

Communication Skills

Education

High School Diploma

Post-Secondary or Undergraduate Degree

Job description

Work Location:
Nanaimo, British Columbia, Canada

Hours: 22.5

Line Of Business: Personal & Commercial Banking

Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description

KEY ACCOUNTABILITIES

CUSTOMER

• Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service and advice.
• Complete a broad range of financial transactions (e.g., deposits, withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner.
• Assist with responding and resolving customer concerns, escalating when necessary.
• Identify customer needs and determine solutions to customer problems, and open a limited range of products and/or services for customers.

SHAREHOLDER

• Support the achievement of business objectives by supporting advice goals.
• Promote products, advice, services and banking capabilities.
• Understand and apply operating policies and procedures.
• Contribute to business objectives for Operational Excellence.
• Support the timely and accurate completion of business processes and procedures.
• Escalate non-standard or high-risk transactions / activities as necessary.
• Support and participate in process improvement opportunities.
• Ensure necessary due diligence to support the accuracy of all customer transactions / activities.
• Be knowledgeable of and comply with Bank Code of Conduct.

EMPLOYEE / TEAM

• Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment.
• Support the team by continuously developing knowledge in own area.
• Participate in personal performance management and development activities, including cross training within own team.
• Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities.
• Contribute to a fair, positive and equitable environment that supports a diverse workforce.
• Act as a brand champion for your business area/function and the bank, both internally and/or externally.

BREADTH & DEPTH

• Requires established customer service skills to perform a range of routine activities and multi-step customer transactions, generally with limited financial impact.
• Requires a broad knowledge regarding basic product suite of business supported.
• Evaluates and recommends customer solutions from established options.
• Understands how the assigned duties relate to others in the customer or advice team and how the team integrates with others.
• Identifies and assesses customer problems in straightforward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion.
• Impacts team results through the quality of the services or information provided to customers.
• Follows standardized advice and customer service procedures and practices and recommends opportunities to improve processes in their own work area.
• Uses communication skills to exchange/clarify product/process information with composure and ensures underlying details are understood.
• Requires working knowledge and skills developed through formal training or work experience.
• Generally reports to a Manager Customer Experience or Branch Manager.

Experience & Education

• High School diploma and/or
• 1+ years of relevant experience.
• Post-Secondary or Undergraduate degree (in related field) preferred.

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million 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, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.

TD is deeply committed to being a leader in customer experience; that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement

N/A