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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing exceptional customer service and financial advice, with a strong understanding of banking products and compliance requirements. Bilingual in French, capable of supporting diverse client needs and enhancing customer experience through effective communication and problem resolution.
Highest-signal resume keywords
Customer Experience ManagementFinancial Product KnowledgeBilingual Communication (French)Operational ExcellenceRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial TransactionsCross-SellingProblem ResolutionProcess ImprovementDocumentation Accuracy
Soft Skills
CuriosityTeam CollaborationCommunicationCustomer Needs AssessmentAdaptability
Tools & Technologies
Digital Banking ProductsBanking Capabilities
Certifications & Qualifications
AccreditationsLicenses
Industry Keywords
Bank Code of ConductCustomer Service ProcessesBusiness ObjectivesKnowledge TransferPerformance Management
About the role
Key responsibilities & impact- Create an exceptional customer experience through prompt and effective advice, service, and issue resolution
- Identify customer needs and determine solutions
- Ask curious questions to discover and advise on customer needs
- Provide product knowledge and guidance
- Handle customer and partner problems, escalating issues when necessary
- Identify cross-sell opportunities and refer customers to internal bank partners
- Advise based on customers’ total financial situations and lifecycle needs
- Complete financial transactions accurately and efficiently, including withdrawals and bill payments
- Support digital banking products and services
- Contribute to business objectives through advice opportunities and referrals
- Promote products, advice, services, and banking capabilities
- Apply operating policies and procedures and support operational excellence
- Complete business processes accurately and on time
- Escalate non-standard or high-risk transactions and activities
- Ensure documentation is accurate and compliant with rules and regulations
- Support process improvement opportunities and transaction due diligence
- Comply with the Bank Code of Conduct
- Participate as a team member and support a positive, diverse, and equitable work environment
- Enhance knowledge and expertise, participate in knowledge transfer, and complete cross-training
- Participate in performance management and development activities
- Communicate project and day-to-day activity status
- Act as a brand champion for the business area and TD
- Provide inbound and/or outbound service and advice for moderately complex financial products and services
- Provide recommendations and guidance to customers and internal partners
- Resolve atypical or infrequent customer situations and escalate as required
- Suggest improvements to work practices and customer service processes
- Generally report to a Team Manager
Requirements
What you’ll need- High School diploma, Undergraduate degree and/or 1+ years of relevant experience
- Developed knowledge and skills to offer service and advice for a range of products and services
- Broad knowledge and understanding of the full product suite, services and processes of the business area
- Full proficiency gained through job-related training to perform a range of activities
- French bilingual capability; mastery of a language other than French to support or serve clients requiring services in another language
- May require various accreditations and/or licenses based on the business supported and/or regulatory requirements
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations, training programs, and a competitive benefits plan
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Accessibility accommodations throughout the interview process