Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Provide exceptional inbound and/or outbound advice and/or service support to customers/partners on a range of moderate to high complexity financial products and services. Acts as an advice process/product expert to customers and/or internal partners. Identifies complex problems and formulates the most appropriate solution and escalates if necessary.

Responsibilities

• Provide sound advice with every customer interaction, contributing to an exceptional customer experience.
• Provide courteous, efficient, and professional customer service to ensure inquiries, advice and/or issues are managed promptly and effectively.
• Engage customers/partners in conversation to understand and meet their current and future products/advice and/or service needs by proactively providing them with information/advice/guidance.
• Offer advanced knowledge and/or advice/guidance as it relates to their respective business area.
• Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary.
• Meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of Customer/partner life cycle needs.
• Identify cross-sell opportunities and/or refer customers/partners to internal Bank partners.
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to increase profitability and enable business growth.
• Promote and offer full suite of products, advice, services and banking capabilities.
• Contribute to business objectives for Operational Excellence.
• Support the timely and accurate completion of business processes and procedures.
• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary.
• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations.
• Identify, suggest and actively participate in process improvement opportunities.
• Ensure necessary due diligence to support the accuracy of all customer transactions / activities.
• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite.
• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct.
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest.
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit.
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques.
• Participate in personal performance management and development activities, including cross training within own team.
• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities.
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
• 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.
• Uses insights into how the team integrates with other teams to coordinate efforts and resources to achieve shared objectives.
• Implements advice and customer service procedures and approaches to complete work.
• Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions.

Requirements

• Requires specialized expertise to provide customer /partner support on complex transactions, activities and product feature advice and guidance.
• Generally requires specific formal certifications at this level of expertise.
• Generally reports to a Team Manager.

Skills

• Customer service
• Communication
• Problem-solving
• Risk management
• Sales
• Financial product knowledge

Location

• London, Ontario, Canada

Work Type

• Full-time

Experience Level

• 2+ years relevant experience

Education Level

• Undergraduate degree

Salary/Compensations

• $52,700 - $74,400 CAD

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off
• Banking benefits and discounts
• Career development
• Reward and recognition programs
• Training and onboarding sessions

About the Company

• TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
• Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world.
• More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
• TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing.
• Together, we are reimagining what banking can be for our clients, colleagues and communities.

Equal Opportunity

• TD is committed to providing fair and equitable compensation opportunities to all colleagues.
• Growth opportunities and skill development are defining features of the colleague experience at TD.
• Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.
• The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
• As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
• We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals.
• Here at TD, we hire and develop the best.
• Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.