Client Engagement Specialist

4 weeks ago

Canada TD Bank Full time

Client Engagement Specialist - Future Opportunities - Spanish Language Skills Required

Work Location: Canada

Hours: 15

Line of Business: Personal & Commercial Banking

Compensation Details: We are dedicated to ensuring fair and equitable remuneration for all our employees. We encourage candidates to engage in open discussions with our HR Team regarding compensation inquiries, including details related to this position.

Job Overview:

PRIMARY RESPONSIBILITIES

CUSTOMER INTERACTION

  1. Deliver an outstanding customer experience with every interaction and contribute to the continuous enhancement of the overall branch customer service through effective advice and support.
  2. Execute a wide array of financial transactions (e.g., deposits, withdrawals, bill payments, and/or other necessary transactions) accurately and efficiently.
  3. Assist in addressing and resolving customer inquiries, escalating issues when required.
  4. Identify customer needs and propose solutions to their challenges, as well as initiate a limited range of products and/or services for clients.

SHAREHOLDER VALUE

  1. Support the achievement of business targets by contributing to advisory goals.
  2. Promote products, services, and banking capabilities effectively.
  3. Understand and adhere to operational policies and procedures.
  4. Contribute to business objectives focused on Operational Excellence.
  5. Assist in the timely and accurate execution of business processes and procedures.
  6. Escalate non-standard or high-risk transactions/activities as necessary.
  7. Engage in process improvement initiatives.
  8. Ensure due diligence to maintain the accuracy of all customer transactions/activities.
  9. Be knowledgeable of and comply with the Bank's Code of Conduct.

TEAM CONTRIBUTION

  1. Actively participate as a team member, fostering team effectiveness and contributing to a positive workplace atmosphere.
  2. Support the team by continually enhancing knowledge in your area of expertise.
  3. Engage in personal performance management and development activities, including cross-training within the team.
  4. Keep colleagues informed and updated about all relevant information related to daily operations.
  5. Contribute to a fair, positive, and equitable environment that embraces a diverse workforce.
  6. Serve as a brand ambassador for your business area/function and the bank, both internally and externally.

SKILL SET & KNOWLEDGE

  1. Requires established customer service skills to perform a variety of routine activities and multi-step customer transactions, generally with limited financial impact.
  2. Requires a broad understanding of the basic product suite offered.
  3. Evaluates and recommends customer solutions from established options.
  4. Understands how assigned duties relate to others in the customer or advisory team and how the team integrates with other departments.
  5. Identifies and assesses customer issues in straightforward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion.
  6. Impacts team outcomes through the quality of services or information provided to customers.
  7. Follows standardized advice and customer service procedures and practices and suggests opportunities for process improvements in their own work area.
  8. Utilizes communication skills to exchange/clarify product/process information with composure and ensures that underlying details are understood.
  9. Requires working knowledge and skills developed through formal training or work experience.
  10. Generally reports to a Manager of Customer Experience or Branch Manager.

QUALIFICATIONS

  1. High School diploma and/or
  2. 1+ years of relevant experience.
  3. Fluent in Spanish.
  4. Post-Secondary or Undergraduate degree (in a related field) preferred.

About Us:

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 exceptional customer experiences to millions of households and businesses across Canada, the United States, and beyond. Our dedicated team of over 95,000 TD colleagues brings their skills, talent, and creativity to the Bank, our clients, 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.

TD is deeply committed to being a leader in customer experience; that is why we believe that all colleagues, regardless of their role, are customer-facing. As we expand our business and execute our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you have years of banking experience or are just beginning your career in financial services, we can help you realize your potential.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We appreciate your interest in building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you have everything you need to succeed in your new role.

Interview Process
We will reach out to candidates of interest to schedule an interview. We strive to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you.

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