Customer Experience Associate

TD Bank; North Bay; On-site; CAD 38,000 - 50,000; Full time

Job summary

A leading bank in North Bay seeks a dedicated customer service representative to enhance the customer experience through effective service and advice. The successful candidate will handle a variety of financial transactions, identify customer needs, and contribute to operational excellence. Ideal applicants will possess strong customer service skills and a commitment to supporting team objectives in a collaborative work environment.

Qualifications

• High School diploma required.
• 1+ years of relevant experience preferred.
• Post-Secondary degree is an asset.

Responsibilities

• Create exceptional customer experiences.
• Complete financial transactions accurately.
• Promote products and services.

Skills

Customer service skills

Communication skills

Team collaboration

Education

High School diploma

Post-Secondary or Undergraduate degree (in related field)

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

N / A.

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