Customer Experience Specialist — Banking Solutions

TD; United States; Remote; USD 32,000 - 40,000; Full time

Job summary

TD Canada Trust in Montréal is seeking a Customer Experience Associate to deliver welcoming, accurate banking service. You will process transactions, advise on solutions, and help customers navigate TD’s products with care.

This role emphasizes clear communication, timeliness, and teamwork in a fast-paced branch setting, with opportunities for growth within Personal & Commercial Banking and TD’s broader network.

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.
• A go-getter who can exercise initiative and be accurate and detail oriented.
• 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

Communication skills

Time management

Organizational skills

Attention to detail

Initiative

Education

High School diploma or equivalent

Undergraduate degree

Tools

MS Office

Job description

TD Canada Trust in Montréal is seeking a Customer Experience Associate to deliver welcoming, accurate banking service. You will process transactions, advise on solutions, and help customers navigate TD’s products with care.

This role emphasizes clear communication, timeliness, and teamwork in a fast-paced branch setting, with opportunities for growth within Personal & Commercial Banking and TD’s broader network.