Client Services Representative at TD Bank

1 month ago

Brockville, Ontario, Canada CareerBeacon Full time

Work Location:
Canada

Hours:
37.5

Line Of Business:
Personal & Commercial Banking

Compensation 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 RESPONSIBILITIESCUSTOMER INTERACTION
  • Deliver an outstanding customer experience with every interaction and contribute to the continuous enhancement of the overall branch experience.
  • Serve as the primary lobby leader, welcoming and engaging customers in various advisory, service, educational, digital, and informational discussions.
  • Utilize inquisitive questioning to uncover and address customer needs effectively.
  • Guide and instruct 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 main point of contact for customer inquiries, ensuring issues are resolved promptly and appropriately, escalating when necessary.
  • Assist in maintaining a professional and welcoming environment in all common areas of the branch, adhering to marketing and regulatory standards.
  • Support frontline operations with transactions, both cash and non-cash, as scheduled.
SHAREHOLDER CONTRIBUTION
  • Help achieve business goals by identifying advisory opportunities and referrals, facilitating business growth.
  • Advocate for the complete range of products, advice, services, and banking capabilities.
  • Understand and implement operational policies and procedures.
  • Contribute to business objectives focused on Operational Excellence.
  • Assist in the timely and accurate execution of business processes and procedures.
  • Escalate non-standard or high-risk transactions as needed.
  • Ensure that all documentation is accurate and reflects customer/business intentions, consistent with relevant regulations.
  • Engage in process improvement initiatives.
  • Conduct necessary due diligence to ensure the accuracy of all customer transactions.
  • Be knowledgeable 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 the team by continuously enhancing knowledge and expertise in your area and engaging in knowledge sharing within the team and business unit.
  • Engage in personal performance management and development activities, including cross-training within your team.
  • Keep colleagues informed about the status and progress of projects and other 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.
SKILL REQUIREMENTS
  • Requires developed knowledge and skills to provide service and advice for a variety of products and services.
  • Requires a broad understanding of the complete product suite, services, and processes of the business area, characterized by low to moderate complexity/risk.
  • Offers recommendations and guidance to customers and/or internal partners.
  • Provides solutions to atypical customer situations that are not covered by established processes.
  • Evaluates issues, errors, and problems based on existing practices and precedents.
  • Understands how the customer or advice team collaborates with others to achieve team objectives.
  • Impacts the quality, timeliness, and effectiveness of the advice team or services provided to customers.
  • Suggests improvements to work practices and customer service processes to enhance results or 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 range of activities.
  • Generally 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 preferred.
About TD Bank

TD is among the world's leading financial institutions and ranks as the fifth largest bank in North America by branches. We deliver exceptional customer experiences to millions of households and businesses across Canada, the United States, and globally. Our dedicated team of over 95,000 colleagues brings their skills, talent, and creativity to the Bank and the communities we serve.

Employee Benefits

Our Total Rewards package reflects our commitment to our colleagues' financial, physical, and mental well-being. It includes a competitive salary, variable compensation, health and wellness benefits, retirement programs, paid time off, banking benefits, and career development opportunities.

Professional Development

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

Training & Onboarding

We provide comprehensive training and onboarding sessions to ensure you have the necessary tools to succeed in your new role.

Interview Process

We will reach out to candidates of interest to schedule interviews and 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 to participate in the interview process.

We look forward to your application.

Language Requirement

N/A.

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