Td

Financial Services

BilingualContactCenterRepIII,DirectInvesting

$47–0k Montréal, Québec, Canada FULL TIME Remote Friendly
The Brief

“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.

Financial Services
Problems you'll solve

Problem solving; Complex problem solving

Eligibility Requirements

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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