Customer Experience Associate - Future Opportunities

td; Listowel; On-site; CAD 40,000 - 60,000; Full time

Job summary

TD is seeking a Financial Planner in Listowel, Ontario to support mass affluent clients with holistic financial planning and advice. The role emphasizes building relationships, understanding customer needs, and delivering banking solutions with accuracy and discretion.

You will process transactions, respond to inquiries, and work to achieve goals while upholding TD's Code of Conduct and Ethics. TD offers training, development conversations, and a comprehensive benefits program.

Qualifications

• 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

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

Administration skills

MS Office proficiency

Communication skills

Detail oriented

Education

High School diploma

Tools

MS Office (Word, Excel, Outlook)

Job description

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo

Full-time

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a.Do you think you ...

Full-time

Join Our Team as a Financial Planner.Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on mak...

The 10 most popular job searches in Listowel, ON are:

• work from home
• call center
• administrative
• accounting
• inventory control
• business development
• accounts clerk
• accountant
• activity coordinator
• activity director

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent customer experience? If so then, we are expecting an all-around champion who can understand customer needs and advise best suited banking solutions for 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

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

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.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

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.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

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!