Customer Experience Associate - Short Term Assignment

TD•Quinte West, ON

4d•Onsite

About The Position

This is a short-term assignment for a Customer Experience Associate in Personal & Commercial Banking. The role involves creating an exceptional customer experience, completing financial transactions accurately and efficiently, and assisting with customer concerns. The position also supports business objectives by promoting products and services, understanding operating policies, and ensuring due diligence for customer transactions. Teamwork, continuous learning, and contributing to a positive work environment are also key aspects of the role. The associate will evaluate and recommend customer solutions from established options and use communication skills to clarify product and process information.

Requirements

High School diploma and/or 1+ years of relevant experience.
Established customer service skills to perform a range of routine activities and multi-step customer transactions, generally with limited financial impact.
Broad knowledge regarding basic product suite of business supported.
Ability to evaluate and recommend customer solutions from established options.
Understanding of how assigned duties relate to others in the customer or advice team and how the team integrates with others.
Ability to identify and assess customer problems in straightforward situations using standard procedures, and escalate non-standard issues internally; typically addressing routine requests requiring minimal discretion.
Uses communication skills to exchange/clarify product/process information with composure and ensures underlying details are understood.
Requires working knowledge and skills developed through formal training or work experience.

Nice To Haves

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

Responsibilities

Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service and advice.
Complete a broad range of financial transactions (e.g., deposits, withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner.
Assist with responding and resolving customer concerns, escalating when necessary.
Identify customer needs and determine solutions to customer problems, and open a limited range of products and/or services for customers.
Support the achievement of business objectives by supporting advice goals.
Promote products, advice, services and banking capabilities.
Understand and apply operating policies and procedures.
Contribute to business objectives for Operational Excellence.
Support the timely and accurate completion of business processes and procedures.
Escalate non-standard or high-risk transactions / activities as necessary.
Support and participate in process improvement opportunities.
Ensure necessary due diligence to support the accuracy of all customer transactions / activities.
Be knowledgeable of and comply with Bank Code of Conduct.
Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment.
Support the team by continuously developing knowledge in own area.
Participate in personal performance management and development activities, including cross training within own team.
Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities.
Contribute to a fair, positive and equitable environment that supports a diverse workforce.
Act as a brand champion for your business area/function and the bank, both internally and/or externally.