week)

TD•Montreal, QC

11d•Onsite

About The Position

At TD Canada Trust, we are the front line of TD. We strive to build strong, deep relationships with our clients by performing numerous customer service operations and providing information and advice on services, products, and solutions to current and potential TD clients. In the branch, we understand client needs and target opportunities to promote products and services by directing clients to the appropriate team members or internal partners, while ensuring a positive client experience. Join TD Canada Trust, and think like a client, act like a responsible owner, innovate to achieve our goals, and execute effectively.

Requirements

High school diploma and/or
At least one year of relevant experience
Canadian Investment Funds (CIF) course or equivalent – within 6 months of appointment
Proficiency in MS Office Suite (Word, Excel, and Outlook), branch software, and the Internet
Knowledge of banking solutions and processes to inform clients
Proactive and able to work in a dynamic environment autonomously, with strong organizational skills and solid administration, planning, and time management abilities
Dynamic, meticulous, and efficient influencer with a positive attitude for taking initiative, multitasking, and changing priorities
Good communicator with recognized customer experience skills, who can effectively connect, verbally or in writing, with clients and relevant teams courteously and efficiently.

Nice To Haves

Post-secondary diploma or undergraduate university degree (in a related field) is an asset

Responsibilities

Engage in conversations with clients about advice needs, everyday banking, service transactions, digital service information, and problem resolution related to banking solutions.
Understand client needs and direct them to the right person who will offer them relevant solutions, while exercising good judgment for confidential matters.
Build client confidence in new digital banking trends by discussing mobile banking, ATMs, and online banking services.
Support front-line staff with scheduled, cash-related or non-cash-related transactions; resolve major issues and report exceptions to management.
Recommend improvements to work practices, branch operations, and processes to enhance the client experience and achieve operational excellence.
Participate in the accurate and timely use of business processes and procedures.
Ensure that prepared documents are accurate, reflect business intent, and comply with relevant regulations and TD's Code of Conduct and Professional Ethics.
Contribute to creating a positive and equitable work environment by promoting team effectiveness, participating in individual performance and development, and sharing industry knowledge to achieve a common goal.