Customer Experience Associate

TD; Campbell River; On-site; CAD 40,000 - 50,000; Full time

Job summary

A leading financial institution in Campbell River is looking for a motivated individual to provide outstanding customer service by processing financial transactions, understanding customer needs, and recommending suitable banking solutions. The ideal candidate has a high school diploma, relevant experience, and strong organizational and communication skills. This role requires a detail-oriented approach and the ability to thrive in a fast-paced environment, contributing to a positive work atmosphere and legendary customer experiences.

Qualifications

• 1+ years of relevant experience in customer service or banking.
• Strong administrative and organizational skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Process financial transactions as per standardized procedures.
• Understand customer needs and recommend banking solutions.
• Achieve assigned business objectives while promoting solutions.

Skills

Customer experience skills

Administration skills

Organizational skills

Planning skills

Time management skills

Communication skills

Education

High School diploma

Undergraduate degree or equivalent

Tools

MS Office (Word, Excel, Outlook)

Internet skills

Job description

TD Campbell River, British Columbia, Canada

Job Overview

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.

In This Role, You Will

• 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.

Job Requirements

• 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.

Employer Information

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.

We are committed to providing the support our colleagues need to thrive both at work and at home. Your accessibility is important to us; please let us know if you’d like accommodations to help you remove barriers throughout the interview process.

We look forward to hearing from you!