Td
Financial Services
BilingualContactCenterRepIII,DirectInvesting
“Bilingual Contact Center Rep III, Direct Investing at Td. Skills: Customer service, Financial transactions. Create exceptional customer experience. Manage inquiries and/or issues promptly”
Industry & Context.
Problem solving; Complex problem solving
Work from TD premise 4 days/week
What They're Looking For.
Must Have
Bilingual in French/English, 1+ years relevant experience
What You'll Do.
Create exceptional customer experience
Manage inquiries and/or issues promptly
Identify customer needs
Determine solutions to customer problems
Discover and advise on meeting/exceeding customer needs
Ask curious questions
Offer comprehensive product knowledge
Handle customer/partner problems appropriately
Escalate issues when necessary
Identify cross-sell opportunities
Refer customers/partners to internal Bank partners
Meet needs of customers/partners
Offer advice based on total financial situation
Possess thorough knowledge of customer/partner life cycle needs
Complete financial transactions accurately
Complete financial transactions efficiently
Contribute to achievement of business objectives
Identify advice opportunities
Promote full suite of products
Promote banking capabilities
Understand operating policies
Apply operating procedures
Contribute to business objectives for Operational Excellence
Support timely completion of business processes
Support accurate completion of business procedures
Escalate non-standard transactions
Escalate high-risk transactions
Prepare documentation accurately
Complete documentation accurately
Reflect client intentions
Reflect business intentions
Support process improvement opportunities
Participate in process improvement opportunities
Support accuracy of customer transactions
Support accuracy of customer activities
Comply with Bank Code of Conduct
Participate fully as a member of the team
Support a positive work environment
Promote service to the business
Ensure timely communication of issues
Ensure timely communication of points of interest
Enhance knowledge/expertise in own area
Participate in knowledge transfer within the team
Participate in knowledge transfer within the business unit
Participate in personal performance management
Participate in development activities
Participate in cross training within own team
Keep others informed about project status
Keep others informed about project progress
Keep others informed about relevant information
Keep others informed about useful information
Contribute to a fair environment
Contribute to a positive environment
Contribute to an equitable environment
Support a diverse workforce
Act as a brand champion for business area
Act as a brand champion for function
Act as a brand champion for the bank
Provide customers/partners with advice on transactions
Provide customers/partners with advice on activities
Provide customers/partners with advice on product features
Provide subject matter guidance to customers
Provide subject matter guidance to partners
Identify complex problems
Help solve complex problems
Understand process/policy risk
Recommend exceptions outside general practices
Recommend exceptions outside general guidelines
Understand how team works together
Coordinate efforts to achieve objectives
Coordinate resources to achieve objectives
Recommend modifications to advice processes
Recommend modifications to customer service processes
Improve efficiency of the team
Evaluate unusual content
Evaluate complex content
Communicate unusual content
Communicate complex content
Handle sensitive information
Handle escalated matters
How You'll Work.
Team & Collaboration
Teamwork; Knowledge transfer
Communication Scope
Client communication
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