Remote Contact Center Representative serving TD banking customers with advice, issue resolution, and financial transactions. Supporting digital banking, referrals, compliance, and customer experience.
Responsibilities
Create an exceptional customer experience through prompt and effective advice, service, and issue resolution
Identify customer needs and determine solutions to customer problems
Ask curious questions to discover and advise on customer needs
Provide product knowledge and guidance
Handle customer and partner problems, escalating issues when necessary
Identify cross-sell opportunities and refer customers to internal Bank partners
Complete financial transactions accurately and efficiently, including withdrawals and bill payments
Advise customers on digital banking products and services
Contribute to business objectives through advice opportunities and referrals
Promote products, advice, services, and banking capabilities
Support operational excellence and accurate completion of business processes
Escalate non-standard or high-risk transactions and activities
Prepare accurate documentation consistent with rules and regulations
Support process improvement opportunities and customer transaction due diligence
Participate as a team member and support a positive, diverse, and equitable work environment
Enhance knowledge, participate in knowledge transfer, and complete cross-training
Participate in performance management and development activities
Communicate project and day-to-day activity status
Act as a brand champion for the business area and TD
Resolve atypical or infrequent customer issues within authority or escalate internally
Suggest improvements to work practices and customer service processes
Generally report to a Team Manager
Requirements
High School diploma, Undergraduate degree and/or 1+ years of relevant experience
Developed knowledge and skills to offer service and advice for a range of products and services
Broad knowledge and understanding of the full product suite, services and processes of the business area
Full proficiency gained through job-related training
Various accreditations and/or licenses may be required based on the business supported and/or regulatory requirements
Ability to provide inbound and/or outbound service and advice support on moderately complex financial products and services
Knowledge of operating policies and procedures
Knowledge of and compliance with the Bank Code of Conduct
Benefits
Base salary
Health and well-being benefits
Savings and retirement programs
Paid time off
Banking benefits and discounts
Career development
Reward and recognition programs
Regular development conversations
Training programs
Online learning platform
Mentoring programs
Training and onboarding sessions
Interview accommodations, including accessible meeting rooms and captioning for virtual interviews
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