Customer Experience Specialist – Banking Solutions

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

Job summary

TD Bank is seeking a Customer Experience Associate at its Nepean/ Ottawa area branch to deliver outstanding customer service and accurate financial transactions. You will identify customer needs and propose suitable banking solutions while adhering to TD policies and ethics.

You will process deposits, withdrawals, bill payments, and inquiries, striving for timely, accurate, and compliant outcomes. Mandarin is a potential asset in serving a diverse customer base.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• 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

MS Office

Time management

Communication

Detail oriented

Education

High School diploma

Undergraduate degree (asset)

Tools

MS Word

MS Excel

MS Outlook

Job description

TD Bank is seeking a Customer Experience Associate at its Nepean/ Ottawa area branch to deliver outstanding customer service and accurate financial transactions. You will identify customer needs and propose suitable banking solutions while adhering to TD policies and ethics.

You will process deposits, withdrawals, bill payments, and inquiries, striving for timely, accurate, and compliant outcomes. Mandarin is a potential asset in serving a diverse customer base.