Contact Centre Rep IV - Money-In Services

TD Bank

4.1

(21)

Montreal, Canada

Why you should apply for a job to TD Bank:

  • 4.1/5 in overall job satisfaction
  • 4.8/5 in supportive management
  • 81% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 76% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • We offer flexible working options to help you manage the critical roles you play in your personal life as well as your professional one
  • We emphasize a culture of diversity, empower employees with diverse abilities & ensure they have the tools & support they need to thrive
  • We encourage our employees’ volunteer efforts and actively look to support community initiatives that can involve the TD team
  • #R_1354400

    Position summary

    istinct lines of business (Direct Investing, Money-In Advice, and Financial Planning Direct).

    Money-In Advice offers tailored guidance based on individual needs, investment goals, time horizons and risk tolerance, aiding customers in achieving their short to long-term objectives.

    As the voice of TD, you'll be passionate about understanding our customers. Your role within the Contact Center is essential to TD's success, as our customers are at the center of everything we do. You'll support customers through inbound and outbound calls. Whether you're assisting callers with account inquiries, or resolving an issue by recommending a TD product or service, you'll help us offer trusted support to our clients whenever they need it. You'll consistently deliver legendary customer service by providing each caller with the right solutions to meet their unique banking needs.

    As a valued member of our Contact Centre Team, you will:

    • Make people's day: strive to deliver an outstanding customer service experience by offering friendly support through your knowledge of TD products, services and solutions.

    • Solve problems efficiently: resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns.

    • Achieve your goals: consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets.

    • Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role.

    Where You'll Work

    This role operates in a hybrid workplace model as there is a mix of collaborative and independent activities associated with this position. You are expected to work from a TD premise at least 2 days a week and you have the flexibility to work from your secure, private home office on other days. The hiring manager will provide more information on how this works for their team.

    What You Need to Succeed

    We're proud to work with a group of diverse colleagues. If you have relevant experience that isn't mentioned below, tell us about it in your resume or cover letter.

    • High school diploma and one (1) or more years of relevant experience. Post-secondary degree/diploma is preferred. Successful completion of mandatory regulatory course IFIC or CSC required.

    • Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns

    • Ability to review customer investment portfolios and provide comprehensive information on mutual funds, investment strategies and market trends. Conduct a thorough financial needs assessment for customers to understand their goals and risk tolerance. Execute buy and sell orders, ensuring accuracy and compliance with regulatory requirements and integrity.

    • Achieve sales targets through the recommendation of appropriate products and services to meet clients' ever-changing needs, while delivering exceptional customer experience

    • Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics.

    • Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, headsets, etc.)

    We're delighted that you're considering building a career with TD. Through regular colleague development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

    Colleague Development

    If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion about helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

    Training & Onboarding

    The onboarding/training is a 17-week full time program with a minimum of the first 60 days on TD premises located in (Markham/Montreal) eventually transitioning to a hybrid model. Upon completion of training program, you are expected to work from a TD premise at least 2 days a week and you have the flexibility to work from your secure, private home office on other days. Successful completion of mandatory regulatory course IFIC or CSC is required within first 90 days of hire.

    Who We Are:

    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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

    TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

    Our Total Rewards Package
    Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

    Additional Information:
    We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

    Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

    Colleague Development
    If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

    Training & Onboarding
    We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

    Interview Process
    We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

    Accommodation
    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.

    We look forward to hearing from you!

    Language Requirement:
    Maîtrise d'une langue autre que le français pour offrir du soutien ou traiter avec des employés ou des collègues qui ont besoin de services et de soutien dans une langue autre que le français /This position requires proficiency in a language other than French to support or deal with customers who require services and support in a language other than French.

    Why you should apply for a job to TD Bank:

  • 4.1/5 in overall job satisfaction
  • 4.8/5 in supportive management
  • 81% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 76% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • We offer flexible working options to help you manage the critical roles you play in your personal life as well as your professional one
  • We emphasize a culture of diversity, empower employees with diverse abilities & ensure they have the tools & support they need to thrive
  • We encourage our employees’ volunteer efforts and actively look to support community initiatives that can involve the TD team