Direct Investing Phone Specialist

at  TD Bank

EXPERIENCE & EDUCATION

• High School diploma, Undergraduate degree and/or
• 1+ years relevant
• Mandarin & Cantonese preferred
• Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns. (Preference given to those with experience in financial or service industries.)
• 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.).
• Flexibility, resiliency, and a positive attitude when responding to challenging situations.
• Integrity when managing sensitive customer information in alignment with Regulatory and Compliance guidelines related to servicing and sales practices.
• Expertise in a variety of sales and service-related activities to provide customers / partners with support on transactions, activities, and product
• NOTE: Roles within this job family may require various accreditations and/or licenses based on the business supported and/or regulatory requirements

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.

TD Direct Investing offers a wide variety of investment platforms, accounts, resources and choices for self-directed investors.
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 Whether you’re assisting in - bound call ers with account inquiries or resolving an issue by recommending a TD product or service, you’ll help us offer trusted support to our customers whenever they need it. You’ll consistently deliver exceptional customer experiences by providing the right solutions to meet their unique investing needs.

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

• Make people’s day: strive to deliver an outstanding customer service experience by offering friendly support through your knowledge of TD investing 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 r each performance objectives , including customer experience survey results, sales goals, compliance regulations , and productivity targets .
• Never stop learning: a ctively p articipate in ongoing training and coaching support to help you continue to grow and develop in your role .

Bring your whole self to work and have fun! This is your chance to define every new day, embrace the adventure and make a meaningful contribution that helps to deliver results and accomplish great things for your career and the customers of TD! Most importantly, you’ll be our voice at TD. Every phone call you answer, every message you send is your chance to shine!