Remote Banking Customer Experience Specialist

ocpa; Stratford; Remote; CAD 42,000 - 52,000; Full time

Job summary

TD is seeking a Customer Experience Associate to deliver outstanding banking experiences, process transactions, and advise customers on best-fit solutions. You’ll connect with clients to understand needs and support their financial goals.

Responsibilities include handling deposits, withdrawals, bill payments, resolving inquiries, and maintaining accuracy and confidentiality in a fast-paced setting. Strong communication and organizational skills are essential.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Strong administration, organizational, planning and time management skills 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

Skills

MS Office proficiency

Customer service skills

Attention to detail

Communication skills

Education

High School diploma

Undergraduate degree or equivalent asset

Job description

TD is seeking a Customer Experience Associate to deliver outstanding banking experiences, process transactions, and advise customers on best-fit solutions. You’ll connect with clients to understand needs and support their financial goals.

Responsibilities include handling deposits, withdrawals, bill payments, resolving inquiries, and maintaining accuracy and confidentiality in a fast-paced setting. Strong communication and organizational skills are essential.