Client Engagement Specialist
4 weeks ago
Location:
Canada
Schedule:
15 hours per week
Industry:
Personal and Commercial Banking Services
Compensation Details:
We are committed to providing fair and equitable compensation for all our colleagues. As a candidate, we encourage you to engage in an open discussion with your recruiter regarding compensation, including the specifics of this role.
Position Overview:
The role involves executing a wide array of customer service transactions, providing information and/or guidance on services, products, and/or solutions to both existing and potential TD customers.
KEY RESPONSIBILITIES- Deliver an outstanding customer experience with every interaction and contribute to the continuous enhancement of the overall branch customer experience through service and advice.
- Accurately and efficiently process a variety of financial transactions (e.g., deposits, withdrawals, bill payments, etc.) as required.
- Assist in addressing and resolving customer inquiries, escalating issues when necessary.
- Identify customer needs and propose solutions to their challenges, as well as open a limited range of products and/or services for clients.
- Support the achievement of business goals by meeting advice targets.
- Promote products, services, and banking capabilities.
- Understand and apply operational policies and procedures.
- Contribute to business objectives for Operational Excellence.
- Ensure timely and accurate completion of business processes and procedures.
- Escalate non-standard or high-risk transactions/activities as needed.
- Engage in process improvement initiatives.
- Ensure due diligence to maintain the accuracy of all customer transactions/activities.
- Comply with the Bank Code of Conduct.
- Actively participate as a team member, fostering team effectiveness and a positive work environment.
- Support the team by continuously enhancing knowledge in your area.
- Engage in personal performance management and development activities, including cross-training within your team.
- Keep colleagues informed and updated about all relevant information related to daily operations.
- Contribute to a fair, positive, and equitable environment that supports a diverse workforce.
- Serve as a brand ambassador for your business area/function and the bank, both internally and externally.
- Established customer service skills to handle a range of routine activities and multi-step customer transactions, generally with limited financial impact.
- Broad knowledge of the basic product suite related to the business supported.
- Evaluate and recommend customer solutions from established options.
- Understand how assigned duties relate to others in the customer or advice team and how the team integrates with other departments.
- Identify and assess customer issues in straightforward situations using standard procedures, escalating non-standard issues internally.
- Impact team results through the quality of services or information provided to customers.
- Follow standardized advice and customer service procedures and practices, recommending opportunities for process improvements in your work area.
- Utilize communication skills to clarify product/process information with composure, ensuring all details are understood.
- Possess working knowledge and skills developed through formal training or work experience.
- Typically report to a Manager of Customer Experience or Branch Manager.
- 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 a global leader in the financial services sector, ranking as the fifth largest bank in North America by branch count. Each day, we deliver a legendary customer experience to over 27 million households and businesses across Canada, the United States, and around the world.
We are guided by our vision to be a better bank and our mission to enrich the lives of our customers, communities, and colleagues.
Additional Information:
We are excited that you are considering a career with TD. We are dedicated to helping our colleagues succeed in both their personal and professional lives.
We look forward to hearing from you.
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