Customer Experience Associate

Job Description

Customer Experience Associate | TD Bank

The Tone:
This is a part-time role at TD Bank, located in Shelburne, Ontario, Canada. TD Bank is a leading global financial institution that strives to make banking remarkably human and refreshingly simple for millions of households and businesses. This role is a frontline position within TD Canada Trust, essential for building deep relationships with customers, providing information and advice, and ensuring a positive experience with banking services. The Customer Experience Associate plays a key part in understanding customer needs and connecting them with appropriate banking solutions.

The TL;DR
• Role: Part Time
• Type: Part-time
• Location: In-person – Shelburne, Ontario, Canada
• Pay: $22.00–$27.21 CAD hourly
• Team: Frontline team within Personal & Commercial Banking
• Mission: Understand customer needs, provide suitable banking solutions, process financial transactions accurately, and ensure a positive customer experience.
• Tech Stack: MS Office (Word, Excel, Outlook), internet

What You’ll Actually Do
• Transaction Processing: Process financial transactions such as deposits, withdrawals, and bill payments according to standardized operating procedures and industry regulations.
• Customer Consultation: Understand and determine customer needs to recommend appropriate banking solutions, exercising discretion in confidential matters.
• Issue Resolution: Respond to and resolve customer concerns using standard procedures, escalating non-standard activities when necessary.
• Goal Achievement: Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.
• Team Contribution: Help build a positive, diverse, and equitable work environment by promoting team effectiveness and participating in personal performance development.

The Must-Haves
• Background: Entry-Level. High School diploma with a focus on customer service and financial transaction understanding.
• Experience: 1+ years of relevant experience, along with hands-on knowledge of using MS Office (Word, Excel, and Outlook) and internet.
• Skills: Strong administration, organizational, planning, and time management skills; accurate and detail-oriented approach to handle multiple tasks and changing priorities; established customer experience skills for calm, courteous, and effective communication both verbally and in writing.
• Bonus: An undergraduate degree or equivalent.