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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with the ability to engage and assist customers through various communication channels. Proficient in handling financial transactions and navigating digital banking products while maintaining accuracy and confidentiality.
Highest-signal resume keywords
Customer Service ExperienceDigital LiteracyRelationship ManagementCommunication SkillsProficiency in MS Office
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 TransactionsDigital Banking ProductsEmail CommunicationCRM ApplicationsBasic Arithmetic
Soft Skills
Exceptional Listening SkillsCuriosity for Helping CustomersAbility to Work in Fast-Paced EnvironmentResiliencyTeam Collaboration
Tools & Technologies
MS OfficeTeamsInternet NavigationSmartphonesTablets
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Retail BankingCustomer ServiceContact CenterCross-Sell OpportunitiesConfidential Information
About the role
Key responsibilities & impact- Provide positive and professional inbound customer service
- Engage prospective customers through live chat, phone, email, and SMS
- Guide customers through consumer banking services
- Resolve customer concerns at first point of contact and escalate when necessary
- Ensure accuracy and due diligence for customer transactions, especially digital banking products and services
- Receive and make customer calls according to scheduled shifts
- Understand current and future service needs through a consultative approach
- Facilitate cross-sell opportunities or refer customers to internal bank partners
- Complete financial transactions such as account transfers and debit card disputes
- Support business objectives and identify process improvements
- Participate in performance, development, and team cross-training activities
- Keep colleagues informed about relevant day-to-day information
- Promote a fair, positive, equitable, and diverse workplace
- Act as a brand champion for TD Bank
Requirements
What you’ll need- High School Diploma or GED
- Minimum of 1+ years of experience in Retail, customer service, banking, or contact center experience preferred
- Ability to navigate multiple computer systems, applications, and screens with speed and accuracy
- Digital literacy across smartphones, tablets, laptops, and headsets
- Exceptional listening skills and curiosity for helping customers
- Strong relationship management skills and ability to explain complex banking concepts
- Excellent listening, reading, and communication skills
- Ability to communicate financial information clearly to a wide range of customers
- Ability to work in a fast-paced, challenging environment with resiliency
- Experience handling confidential information preferred
- Proficiency in email, MS Office, Teams, internet navigation, and CRM applications
- Ability to adhere to a flexible schedule, including weekends and holiday hours
- Ability to be onsite for training(s), moments that matter, and applicable meetings/events as required by the business
- Occasional domestic travel; no international travel
- Ability to perform sedentary work, operate standard office equipment, respond quickly to sounds, and sit continuously
- Ability to concentrate and focus for long periods and respond to time-sensitive information
- Ability to read, write, type, communicate, comprehend instructions, and perform basic arithmetic
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
- Banking benefits and discounts
- Career development
- Reward and recognition
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards
