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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 by effectively advising clients on banking solutions and ensuring compliance with regulations. Proficient in administrative tasks and capable of managing multiple priorities while promoting team effectiveness.
Highest-signal resume keywords
Customer Service TransactionsKnowledge Of Banking SolutionsStrong Verbal And Written Communication SkillsProficiency In MS OfficeInvestment Funds Canada (IFC) Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Banking SolutionsCustomer Experience SkillsAdministration SkillsOrganizational SkillsPlanning SkillsTime Management Skills
Soft Skills
InitiativeAbility To Handle Changing Priorities
Tools & Technologies
MS Office (Word, Excel, Outlook)Branch SoftwareInternet
Certifications & Qualifications
Investment Funds Canada (IFC)CIRO Registration Requirements
Industry Keywords
Customer NeedsBusiness ProcessesDocumentation ComplianceCode Of Conduct And EthicsGeographic Mobility
About the role
Key responsibilities & impact- Perform a broad range of customer service transactions
- Provide information and advice on services, products, and solutions to existing or prospective TD customers
- Understand customer needs and identify opportunities to promote products and services
- Refer customers to the appropriate team member or internal Bank partner
- Help ensure a positive customer experience
- Participate in the timely and accurate completion of business processes and procedures
- Ensure documentation is accurate, reflects business intentions, and complies with regulations and TD's Code of Conduct and Ethics
- Promote team effectiveness and participate in personal performance development
- Share industry knowledge to achieve common objectives
- Complete a training program and transition to a compatible position, potentially involving transfer or geographic relocation within the assigned region
Requirements
What you’ll need- High School diploma and/or 1+ years of relevant experience
- Investment Funds Canada (IFC) or equivalent – within 90 days of start date
- Post-Secondary or Undergraduate degree (in related field) preferred
- Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
- Knowledge of banking solutions and processes to advise customers
- Strong administration, organizational, planning and time management skills
- Ability to exercise initiative and handle several tasks and changing priorities
- Strong verbal and written communication skills and established customer experience skills
- Mobility within the Assigned District and geographic mobility within the assigned region as a condition of employment
- Applicable CIRO registration requirements for roles requiring Mutual Fund licensing
- Successful background screening, including criminal and credit checks, for licensing registration
Benefits
Comp & perks- Base salary
- 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 online learning platform
- Mentoring programs
- Training and onboarding sessions
