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TD Bank Bilingual (EN/FR) - Direct Investing Phone Specialist in Ottawa, Ontario

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

KEY ACCOUNTABILITIES

CUSTOMER

  • Create an exceptional customer experience with every client interaction and contribute to the ongoing improvement of the overall customer experience by ensuring advice, service, and inquiries and/or issues are managed promptly and effectively under all conditions

  • Identify customer needs and determine solutions to customer problems

  • Use ability to discover and advise on meeting/exceeding customer needs by asking curious questions

  • Offer comprehensive product knowledge and/or guidance as it relates to their respective business area

  • Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary

  • May identify cross-sell opportunities and/or refer customers/partners to internal Bank partners

  • Expected to 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

  • Complete a broad range of financial transactions (e.g., withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner

  • Identify customer needs and determine solutions to customer problems, particularly as it relates to digital banking products and services

SHAREHOLDER

  • Contribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth

  • Promote full suite of products, advice, services and banking capabilities

  • Understand and apply operating policies and procedures

  • Contribute to business objectives for Operational Excellence

  • Support the timely and accurate completion of business processes and procedures

  • Escalate non-standard or hig- 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

  • Support and participate in process improvement opportunities

  • Ensure necessary due diligence to support the accuracy of all customer transactions / activities

  • Be knowledgeable of and comply with Bank Code of Conduct

EMPLOYEE / TEAM

  • 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

  • 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 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

BREADTH & DEPTH

  • Requires expertise in a variety of advice and service related activities to provide customers / partners with advice on transactions, activities and product features

  • Requires advanced skills and expertise in a defined set of products and processes and could be characterized by moderate complexity/risk

  • Provides subject matter guidance to customers and/or partners

  • Gathers and analyzes data to identify and to help solve complex problems

  • Uses sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines

  • Understands how the team works together to coordinate their efforts and resources to achieve objectives of a business area

  • Impacts their own team and other teams whose work activities are closely related

  • Recommends modifications to existing advice or customer service processes and solutions to improve the efficiency of the team

  • Evaluates and communicates unusual and/or complex content in a clear manner; handles sensitive information and escalated matters as necessary

  • May require specific formal certifications at this level of expertise

  • Generally reports to a Team Manager

EXPERIENCE & EDUCATION

  • High school diploma and one (1) or more years of relevant experience

  • Must be bilingual in both English and French

  • Advanced skills and expertise in a variety of advice and service related activities to provide customers / partners with advice on transactions, activities and product features

  • Sound communication skills to communicate unusual and/or complex content in a clear manner

  • Possess computer & multi-tasking skills

  • Thrive in a dynamic and time-sensitive environment

  • Advanced knowledge of our business and understand the functions of our various business areas

  • Passionate and engaging individual with a desire to consistently and compassionately deliver superior customer experience

Successful candidates must be available to start training for our June start date .

Training:

Specialized business and industry training and ongoing support provided throughout employee onboarding period, with attendance for all training being mandatory.

13 weeks full time paid training - Monday to Friday, 9am to 5pm

Hours:

Full time: 37.5 hours a week

You must be available and flexible to work a rotational shift; this is a week by week schedule that will have you rotating weekly start periods of days, afternoon and evening shifts 7am-10pm Monday to Friday. You will receive two consecutive days off and you will have a 3 week advance notice of your rotational shift.

The first 60 days of training onsite, hybrid afterwards.

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 (http://www.td.com/ca/en/about-td/who-we-are/benefits-of-working-at-td)

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.

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:

Ce poste n'a pas d'exigences linguistiques spécifiques /This job has no specific language requirements.

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

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