Customer Experience Associate providing banking solutions and fostering customer relationships. Engaging with customers to process transactions and recommend appropriate banking services.
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
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, both verbally and in writing, with different people in a calm, courteous, and effective manner.
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