Customer Experience Associate

TD Bank


Date: 1 week ago
City: Kelowna, BC
Salary: CA$22.5 - CA$28.33 per hour
Contract type: Full time

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Job Description:

Can you bring your charming self to work and make customer interactions delightful? Can you process financial transactions accurately and provide excellent customer experience? If so, apply for the position of Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking solutions.

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 on banking solutions and processes.

  • Help build a positive, diverse, and equitable work environment by promoting team effectiveness and 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 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 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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.

Additional Information:

  • Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to supporting our colleagues.

  • Please be advised that this job opportunity is subject to provincial regulation for employment purposes.

  • If you’re interested in a specific career path or looking to build certain skills, we want to help you succeed.

  • We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

  • 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.

  • Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers so that you can participate throughout the interview process.

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