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Customer experience associate

3 months ago

Okotoks, Canada TD Full time

KEY ACCOUNTABILITIES

CUSTOMER

  • Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service and advice
  • Complete a broad range of financial transactions (e.g., deposits, withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner
  • Assist with responding and resolving customer concerns, escalating when necessary
  • Identify customer needs and determine solutions to customer problems, and open a limited range of products and/or services for customers

SHAREHOLDER

  • Support the achievement of business objectives by supporting advice goals
  • Promote products, advice, services and banking capabilities
  • Understand and apply operating policies and procedures
  • Contribute to business objectives for Operational Excellence
  • Support the timely and accurate completion of business processes and procedures
  • Escalate non-standard or high-risk transactions / activities as necessary
  • Support and participate in process improvement opportunities
  • Ensure necessary due diligence to support the accuracy of all customer transactions / activities
  • Be knowledgeable of and comply with Bank Code of Conduct

EMPLOYEE / TEAM

  • Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment
  • Support the team by continuously developing knowledge in own area
  • Participate in personal performance management and development activities, including cross training within own team
  • Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities
  • Contribute to a fair, positive and equitable environment that supports a diverse workforce
  • Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH

  • Requires established customer service skills to perform a range of routine activities and multi-step customer transactions, generally with limited financial impact
  • Requires a broad knowledge regarding basic product suite of business supported
  • Evaluates and recommends customer solutions from established options
  • Understands how the assigned duties relate to others in the customer or advice team and how the team integrates with others
  • Identifies and assesses customer problems in straight forward situations using standard procedures, and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion
  • Impacts team results through the quality of the services or information provided to customers
  • Follows standardized advice and customer service procedures and practices and recommends opportunities to improve processes in their own work area
  • Uses communication skills to exchange/clarify product/process information with composure and ensures underlying details are understood
  • Requires working knowledge and skills developed through formal training or work experience
  • Generally reports to a Manager Customer Experience or Branch Manager

EXPERIENCE & EDUCATION

  • High School diploma and/or
  • 1+ years of relevant experience
  • Post-Secondary or Undergraduate degree (in related field) preferred
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