Client Banking Specialist

1 month ago

Brockville, Ontario, Canada CareerBeacon Full time

Work Location:
Canada

Hours:
37.5

Line Of Business:
Personal & Commercial Banking

Compensation:
We are dedicated to ensuring fair and equitable pay for all our employees. We encourage candidates to engage in open discussions with our HR Team regarding compensation-related inquiries.

Position OverviewPRIMARY RESPONSIBILITIESCUSTOMER EXPERIENCE
  • Deliver an outstanding customer experience with every interaction and contribute to the continuous enhancement of the branch's overall customer service.
  • Serve as the leading representative in the lobby, welcoming and engaging customers in various advisory, service, educational, digital, and informational discussions.
  • Utilize your skills to identify and address customer needs by asking insightful questions.
  • Provide training and guidance to customers on mobile, ATM, and online banking, fostering confidence in digital and emerging banking trends.
  • Promote TD Bank's products and services that align with customer requirements, focusing on Everyday Banking offerings (e.g., chequing, savings, credit cards, etc.) and personal unsecured lending.
  • Act as the primary contact for customer inquiries, ensuring concerns are resolved promptly and appropriately, escalating issues when necessary.
  • Assist in maintaining a professional and welcoming environment in all common areas of the branch, adhering to marketing and regulatory standards.
  • Support the frontline team with both cash and non-cash transactions as scheduled.
BUSINESS CONTRIBUTION
  • Help achieve business goals by identifying advisory opportunities and referrals to drive growth.
  • Advocate for the complete range of products, services, and banking capabilities.
  • Understand and implement operational policies and procedures effectively.
  • Contribute to the goals of Operational Excellence.
  • Assist in the timely and accurate execution of business processes and procedures.
  • Escalate any non-standard or high-risk transactions as needed.
  • Ensure that all documentation is accurate and reflects customer and business intentions in compliance with relevant regulations.
  • Engage in process improvement initiatives.
  • Conduct due diligence to ensure the accuracy of all customer transactions.
  • Maintain knowledge of and adhere to the Bank's Code of Conduct.
TEAM COLLABORATION
  • Actively participate as a team member, fostering a positive work environment that emphasizes service, quality, innovation, and teamwork while ensuring timely communication of relevant issues.
  • Support team development by enhancing knowledge and expertise in your area and facilitating knowledge sharing within the team and business unit.
  • Engage in personal performance management and development activities, including cross-training within your team.
  • Keep team members informed about the status and progress of projects and any relevant information related to daily operations.
  • Contribute to a fair and inclusive environment that supports a diverse workforce.
  • Serve as a brand ambassador for your business area and the bank, both internally and externally.
SKILL SET
  • Requires developed knowledge and skills to provide service and advice across a range of products and services.
  • Demands a broad understanding of the complete product suite, services, and processes of the business area, characterized by low to moderate complexity and risk.
  • Offers recommendations and guidance to customers and internal partners.
  • Resolves atypical or infrequent customer issues that are not covered by established processes.
  • Evaluates issues, errors, and problems based on established practices and precedents.
  • Understands how the customer or advisory team collaborates with others to achieve team objectives.
  • Affects the quality, timeliness, and effectiveness of the advisory team or services provided to customers.
  • Suggests enhancements to work practices and customer service processes to achieve better results or improve sales efficiency.
  • Explains complex information within the team; builds relationships with customers and related teams.
  • Requires full proficiency gained through job-related training to perform a variety of activities.
  • Typically reports to an Assistant Branch Manager or Branch Manager.
Qualifications
  • High School diploma or equivalent.
  • 1+ years of relevant experience.
  • Post-Secondary or Undergraduate degree in a related field is preferred.
About Us

TD is among the world's leading financial institutions and ranks as the fifth largest bank in North America by number of branches. We deliver exceptional customer experiences to over 27 million households and businesses across Canada, the United States, and globally. Our workforce of more than 95,000 TD colleagues brings their skills, talent, and creativity to the Bank, the communities we serve, and the economies we support. We are driven by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.

Employee Benefits

Our Total Rewards package reflects our commitment to our colleagues' financial, physical, and mental well-being. It includes a base salary, variable compensation, and several key plans such as health and wellness benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development opportunities, and recognition programs.

Additional Information

We appreciate your interest in building a career with TD. Through regular development discussions, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both professionally and personally.

Career Development

If you are interested in pursuing a specific career path or developing certain skills, we are here to support your success. You will have regular career and performance discussions with your manager, along with access to an online learning platform and various mentoring programs to help you unlock future opportunities.

Training & Onboarding

We will provide comprehensive training and onboarding sessions to ensure you have everything necessary to excel in your new role.

Interview Process

We will reach out to candidates of interest to schedule interviews. We strive to communicate outcomes to all applicants via email or phone.

Accessibility

Your accessibility is important to us. Please inform us if you require accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us eliminate barriers and facilitate your participation throughout the interview process.

We look forward to your application.

Language Requirement

N/A.

  • Client Services Representative at TD Bank

    1 month ago

    Brockville, Ontario, Canada CareerBeacon Full time

    Work Location:CanadaHours:37.5Line Of Business:Personal & Commercial BankingCompensation Details:We are dedicated to ensuring fair and equitable remuneration for all our employees. As a prospective candidate, we encourage open discussions with our HR Team regarding compensation-related inquiries, including specifics for this position.Position OverviewPRIMARY...

  • Small Business Banking Specialist

    3 weeks ago

    Brockville, Ontario, Canada Scotiabank Full time

    About the RoleAs a key member of the Scotiabank team, you will play a vital role in providing exceptional service to our small business clients. Your primary focus will be to manage a portfolio of high-value and complex relationships, with the goal of achieving retention and other negotiated objectives while meeting Scotiabank's Service Standard.Key...

  • Client Services Coordinator

    2 weeks ago

    Brockville, Ontario, Canada Williams Lea Limited Full time

    Job SummaryWilliams Lea Limited is seeking a highly skilled and organized Administrative Support Specialist to join our team. As a key member of our support staff, you will provide exceptional customer service to our clients and support the Office, Team Leader, and Admin Support Manager.Key ResponsibilitiesProvide accurate and timely message taking and...

  • Client Services Coordinator

    3 weeks ago

    Brockville, Ontario, Canada Williams Lea Limited Full time

    Job SummaryWilliams Lea Limited is seeking a highly skilled and organized Administrative Support Specialist to join our team. As a key member of our support staff, you will provide exceptional customer service to our clients and support the Office, Team Leader, and Admin Support Manager.Key ResponsibilitiesProvide accurate and timely message taking and...

  • Mortgage Specialist

    3 days ago

    Brockville, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships with a network of...

  • Mortgage Specialist

    4 days ago

    Brockville, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships with a network of...

  • Mortgage Specialist

    2 days ago

    Brockville, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships with a network of...

  • Mortgage Specialist

    2 days ago

    Brockville, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships with a network of...

  • Hearing Care Client Coordinator

    1 month ago

    Brockville, Ontario, Canada Amplifon Full time

    Amplifon , a prominent name in the hearing care industry, is on the lookout for enthusiastic Client Support Specialists to join our expanding team in Canada. Our mission is to provide exceptional, personalized service to individuals seeking hearing assistance. With a network of clinics nationwide, our Client Support Specialists play a vital role in...

  • Client Insurance Specialist

    1 month ago

    Brockville, Ontario, Canada BrokerLink Full time

    Position: Personal Insurance AdvisorCompany: BrokerLinkAt BrokerLink, we pride ourselves on fostering a culture of integrity, respect, and exceptional customer service. Our dedication to diversity and inclusion creates a welcoming and supportive workplace. We are looking for individuals who reflect our core values and are committed to providing outstanding...

  • Administrative Support Specialist

    3 weeks ago

    Brockville, Ontario, Canada Williams Lea Limited Full time

    Job SummaryWilliams Lea Limited is seeking a highly skilled and organized Administrative Support Specialist to join our team. As a key member of our support staff, you will provide exceptional customer service to our clients and support the Office, Team Leader, and Admin Support Manager.Key ResponsibilitiesProvide accurate and timely message taking and...

  • Administrative Support Specialist

    2 weeks ago

    Brockville, Ontario, Canada Williams Lea Limited Full time

    Job SummaryWilliams Lea Limited is seeking a highly skilled and organized Administrative Support Specialist to join our team. As a key member of our support staff, you will provide exceptional customer service to our clients and support the Office, Team Leader, and Admin Support Manager.Key ResponsibilitiesProvide accurate and timely message taking and...

  • Refrigeration Specialist

    2 weeks ago

    Brockville, Ontario, Canada HERITAGE SERVICE GROUP CANADA Full time

    About the RoleWe are seeking a highly skilled Refrigeration Specialist to join our team at Heritage Service Group Canada. As a key member of our team, you will be responsible for installing, maintaining, and repairing commercial kitchen equipment, including refrigeration systems, HVAC units, and cooking equipment.Key ResponsibilitiesDiagnose and troubleshoot...

  • Refrigeration Specialist

    2 weeks ago

    Brockville, Ontario, Canada HERITAGE SERVICE GROUP CANADA Full time

    About the RoleWe are seeking a highly skilled Refrigeration Specialist to join our team at Heritage Service Group Canada. As a key member of our team, you will be responsible for installing, maintaining, and repairing commercial kitchen equipment, including refrigeration systems, HVAC units, and cooking equipment.Key ResponsibilitiesDiagnose and troubleshoot...

  • Financial Analysis Specialist

    1 month ago

    Brockville, Ontario, Canada The Mason Group Full time

    Join a dynamic Finance team in the thriving pharmaceutical sector. We are seeking a Financial Planning and Analysis (FP&A) Specialist to perform financial evaluations that support business strategies and operational planning. This role offers an excellent opportunity for individuals eager to gain practical experience in a nurturing environment that...

  • Nail Care Specialist

    2 weeks ago

    Brockville, Ontario, Canada Family nails Full time

    About the RoleWe are seeking a skilled Nail Care Specialist to join our team at Family Nails. As a Nail Care Specialist, you will be responsible for providing exceptional nail care services to our clients.Key ResponsibilitiesNail Design and Application: Create custom nail designs for clients using various techniques and materials.Nail Education and...

  • Nail Care Specialist

    2 weeks ago

    Brockville, Ontario, Canada Family nails Full time

    About the RoleWe are seeking a skilled Nail Care Specialist to join our team at Family Nails. As a Nail Care Specialist, you will be responsible for providing exceptional nail care services to our clients.Key ResponsibilitiesNail Design and Application: Create custom nail designs for clients using various techniques and materials.Nail Education and...

  • Nail Care Specialist

    2 weeks ago

    Brockville, Ontario, Canada Family nails Full time

    About the RoleWe are seeking a skilled Nail Care Specialist to join our team at Family Nails. As a Nail Care Specialist, you will be responsible for providing exceptional nail care services to our clients.Key ResponsibilitiesNail Design and Application: Create custom nail designs for clients using various techniques and materials.Nail Education and...

  • Nail Care Specialist

    2 weeks ago

    Brockville, Ontario, Canada Family nails Full time

    About the RoleWe are seeking a skilled Nail Care Specialist to join our team at Family Nails. As a Nail Care Specialist, you will be responsible for providing exceptional nail care services to our clients.Key ResponsibilitiesNail Design and Application: Create custom nail designs for clients using various techniques and materials.Nail Education and...

  • Nail Care Specialist

    2 weeks ago

    Brockville, Ontario, Canada Family nails Full time

    About the RoleWe are seeking a skilled Nail Care Specialist to join our team at Family Nails. As a Nail Care Specialist, you will be responsible for providing exceptional nail care services to our clients.Key ResponsibilitiesNail Design and Application: Create custom nail designs for clients using various techniques and materials.Nail Education and...