Client Services Representative

1 month ago

SaintAugustindeDesmaures, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

Position Overview

Key Responsibilities

  • Deliver outstanding service to every client interaction, enhancing the overall experience within the branch.
  • Serve as the primary point of contact in the branch, welcoming and engaging clients in various discussions related to advice, services, education, and digital banking.
  • Utilize effective questioning techniques to identify and address client needs, ensuring satisfaction and loyalty.
  • Provide training and guidance to clients on mobile, ATM, and online banking, fostering confidence in digital banking solutions.
  • Promote and explain the bank's products and services that align with client requirements, focusing on everyday banking solutions such as checking accounts, savings accounts, and credit options.
  • Act as the main contact for client inquiries, ensuring timely resolution of issues and escalating when necessary.
  • Maintain a professional and welcoming environment in all shared areas of the branch, adhering to marketing and regulatory standards.
  • Assist with transaction processing, both cash and non-cash, as required.

Business Contribution

  • Support the achievement of business goals by identifying opportunities for client advice and referrals, driving growth.
  • Advocate for the complete range of products, services, and banking capabilities.
  • Understand and apply operational policies and procedures effectively.
  • Contribute to operational excellence by ensuring timely and accurate completion of business processes.
  • Escalate any non-standard or high-risk transactions as needed.
  • Ensure that all documentation is accurate and reflects the intentions of clients and the business, in compliance with relevant regulations.
  • Engage in process improvement initiatives to enhance service delivery.
  • Exercise due diligence to ensure the accuracy of all client transactions.
  • Adhere to the Bank's Code of Conduct at all times.

Team Collaboration

  • Actively participate as a team member, fostering a positive work environment that emphasizes service, quality, and collaboration.
  • Enhance personal knowledge and expertise while sharing insights with team members.
  • Engage in personal performance management and development, including cross-training opportunities.
  • Keep team members informed about project statuses and relevant information.
  • Contribute to a fair and inclusive workplace that values diversity.
  • Represent the bank positively, both internally and externally.

Knowledge and Skills

  • Possess developed knowledge and skills to provide service and advice across a variety of products and services.
  • Have a broad understanding of the complete product suite and processes, characterized by moderate complexity.
  • Offer recommendations and solutions to clients and internal partners.
  • Address atypical client issues with effective problem-solving skills.
  • Evaluate challenges based on established practices and procedures.
  • Understand the integration of client services with broader team objectives.
  • Impact the quality and effectiveness of services provided to clients.
  • Propose enhancements to work practices and service processes to improve efficiency.
  • Demonstrate full proficiency through job-related training to perform a range of activities.
  • Typically report to a Branch Manager or Assistant Branch Manager.

Qualifications

  • High School diploma or equivalent.
  • Minimum of 1 year of relevant experience.
  • Post-secondary education in a related field is preferred.

About Us

The Toronto-Dominion Bank is a leading global financial institution, recognized as one of the largest banks in North America. We are dedicated to delivering exceptional customer experiences to millions of clients across Canada and the United States. Our diverse team of over 95,000 colleagues is committed to enriching the lives of our customers and communities.

We prioritize customer experience and innovation, ensuring that all colleagues contribute to our mission. Whether you are an experienced professional or new to the financial services industry, we provide the support and resources necessary for your growth and success.

Our Commitment to Colleagues

We offer a comprehensive Total Rewards package that includes competitive salary, variable compensation, health and wellness benefits, retirement programs, and opportunities for career development.

Development Opportunities

We are committed to your professional growth, providing access to training programs, mentorship, and regular performance discussions to help you achieve your career aspirations.

Training and Onboarding

We ensure that you receive the necessary training and onboarding to excel in your new role.

Interview Process

We will reach out to candidates of interest to schedule interviews and communicate outcomes promptly.

Accessibility

Your accessibility is important to us. Please inform us if you require accommodations during the interview process.

Language Requirement

This position does not require proficiency in a language other than French.

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