Client Relations Specialist

4 weeks ago

Port Coquitlam, British Columbia, Canada TD Full time

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 conversation with your recruiter regarding compensation, including the specifics of this position.

Position Overview:

Execute a diverse array of customer service transactions, offering information and/or guidance on services, products, and/or solutions to both existing and potential TD customers.

KEY ACCOUNTABILITIES - CUSTOMER
  • Deliver an outstanding customer experience with every interaction and contribute to the continuous enhancement of the overall branch customer experience through service and guidance.
  • Accurately and efficiently process a wide range 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, while opening a limited range of products and/or services for customers.
SHAREHOLDER
  • Support the achievement of business goals by contributing to advice objectives.
  • Promote products, advice, services, and banking capabilities.
  • Understand and apply operational policies and procedures.
  • Contribute to business objectives focused on 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 necessary due diligence to maintain the accuracy of all customer transactions/activities.
  • Be knowledgeable of and adhere to the Bank Code of Conduct.
EMPLOYEE / TEAM
  • Actively participate as a team member, fostering team effectiveness and contributing to a positive work atmosphere.
  • 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 activities.
  • 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.
BREADTH & DEPTH
  • Requires established customer service skills to perform a variety of routine activities and multi-step customer transactions, generally with limited financial impact.
  • Requires a broad understanding of the basic product suite of the business supported.
  • Evaluates and recommends customer solutions from established options.
  • Understands how assigned duties relate to others in the customer or advice team and how the team integrates with others.
  • Identifies and assesses customer issues in straightforward situations using standard procedures, escalating non-standard issues internally; typically addressing routine requests requiring minimal discretion.
  • Impacts team results through the quality of services or information provided to customers.
  • Follows standardized advice and customer service procedures and practices, recommending opportunities for process improvements in their own work area.
  • Utilizes communication skills to exchange/clarify product/process information with composure, ensuring all underlying details are understood.
  • Requires working knowledge and skills developed through formal training or work experience.
  • Generally reports to a Manager of Customer Experience or Branch Manager.
EXPERIENCE & EDUCATION
  • High School diploma and/or equivalent.
  • 1+ years of relevant experience.
  • Post-Secondary or Undergraduate degree (in a related field) 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 provide legendary customer experiences 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 purpose to enrich the lives of our customers, communities, and colleagues.

Additional Information:

We are excited that you are considering a career at TD. Please know that 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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