Customer Experience Pro — Banking Solutions

TD Bank; Quebec; On-site; CAD 30,000 - 39,000; Full time

Job summary

TD Canada Trust is seeking a Customer Experience Associate to support customers with banking transactions and advisory services at the branch. You will identify needs and propose appropriate solutions, ensuring a positive customer experience and adherence to TD policies.

The role emphasizes accurate processing, strong communication, and collaboration within a diverse team to deliver operational excellence in a fast-paced environment.

Qualifications

• 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

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

Organizational skills

Attention to detail

Education

High School Diploma / equivalent

Undergraduate degree (asset)

Tools

MS Office (Word, Excel, Outlook)

Job description

TD Canada Trust is seeking a Customer Experience Associate to support customers with banking transactions and advisory services at the branch. You will identify needs and propose appropriate solutions, ensuring a positive customer experience and adherence to TD policies.

The role emphasizes accurate processing, strong communication, and collaboration within a diverse team to deliver operational excellence in a fast-paced environment.