Customer Experience Associate - Future Opportunities jobs at Td Bank in Canada, Kingston

Job Description:

Department Overview:

Job Description:

In this role, a typical day may look like:

· Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions

· Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters

· Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking

· Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management

· Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence

· Participate in the timely and accurate completion of business processes and procedures

· Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics

· Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives

Job Requirements:

· High School diploma and/or 1+ years of relevant experience

· Investment Funds Canada (IFC) or equivalent – post-appointment within 6 months

· Post-Secondary or Undergraduate degree (in related field) preferred

· Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet

· Knowledge of banking solutions and processes to advise customers

· A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills

· A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.

offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

Associate Investment Advisormight be the right fit for you.

Furthermore, you will:

• Manage the client base, understanding the needs of the client and delivering products and services which fit their needs.

• Provide high quality investment advice, across the full range of products (registered and non-registered, equities, fixed income, foreign, domestic and more) to ensure full client satisfaction.

• Demonstrate financial planning expertise to produce high quality plans through a well-developed and documented Investment and Wealth Planning process.

• Solve moderately complex problems, exercise judgment and work within broad guidelines to independently perform tasks from end to end, acting as a point of escalation as required.

• Oversee projects or work streams within broader projects and provide mentorship.

• Refer clients and may collaborate and partner professionally with other TD areas (e.g. TD Canada Trust, TD Commercial Bank, TD Securities)

• Direct support staff in the professional and personable delivery of client service

• Assist in the achievement of business goals by dedicatedly attracting, acquiring and retaining customers and referrals.

• Maintain a culture of risk management, adhere to internal policies and procedures.

• Monitor service quality and productivity; implement continuous improvement.

• Keep current on emerging trends and keep others informed and up to date on work status, progress.

• Participate fully as a team member, support a positive professional team environment, and willingly assist, coach and guide others in the completion and performance of work activities.

Job Requirements

• Undergraduate Degree or Community College Diploma with over 3 years of experience in working directly with, or in support of, the wealth management needs of clients preferred.

• Licensed with Canadian Investment Regulatory Organization of Canada (CIRO) as a Registered Representative (RR) and maintain license in good standing.

• Required to complete Wealth Management Essentials (WME) within 18 months of start date.

• Insurance licensed (LLQP) or willingness to do so within 1 year

• Optional : Certified International Wealth Manager (CIWM) designation, Certified Financial Accountant (CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP)

• Robust conceptual and practical knowledge within an area of expertise and in broader areas

• Strong communication skills with ability to build relationships and work confidentially, independently as well as in a team.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

In this role, you will:

• Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics

• Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters

• Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary

• Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner

• Connect personally with customers to advise them appropriately and clearly on banking solutions and processes

• Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development

• Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities

• Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence
  

Job Requirements:

• High School diploma and/or 1+ years of relevant experience

• Undergraduate degree or equivalent is an asset.

• Strong administration, organizational, planning and time management skills to work in a fast-paced environment.

• Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet.

• A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities.

• A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

In this role, you will:

• Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics

• Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters

• Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary

• Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner

• Connect personally with customers to advise them appropriately and clearly on banking solutions and processes

• Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development

• Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities

• Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence
  

Job Requirements:

• High School diploma and/or 1+ years of relevant experience

• Undergraduate degree or equivalent is an asset.

• Strong administration, organizational, planning and time management skills to work in a fast-paced environment.

• Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet.

• A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities.

• A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

In this role, you will:

• Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics

• Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters

• Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary

• Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner

• Connect personally with customers to advise them appropriately and clearly on banking solutions and processes

• Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development

• Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities

• Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence
  

Job Requirements:

• High School diploma and/or 1+ years of relevant experience

• Undergraduate degree or equivalent is an asset.

• Strong administration, organizational, planning and time management skills to work in a fast-paced environment.

• Hands on knowledge of using MS Office (Word, Excel, and Outlook) and internet.

• A go-getter who can exercise initiative and be accurate and detail oriented to handle several tasks and changing priorities.

• A dynamic communicator with established customer experience skills who can connect, both verbally and in writing, with different people in a calm, courteous, and effective manner

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.