Customer Account Specialist II, Customer Assistance

TD Securities is one of the world's leading financial institutions, and they are seeking a Customer Account Specialist II to join their Customer Assistance team. This role involves supporting customers through inbound and outbound calls, delivering outstanding customer service, and resolving inquiries efficiently while meeting performance objectives.

Responsibilities

• Make people’s day: strive to deliver an outstanding customer service experience by offering friendly support through your knowledge of TD products, services, and solutions
• Solve problems efficiently: resolve customer inquiries at the first point of contact by asking questions and responding with empathy to their concerns
• Achieve your goals: consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets
• Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role

Skills

• High School Diploma or equivalent
• Exceptional listening skills and a curiosity to help customers meet their needs and resolve concerns
• Must display a high professional manner, along with sound judgment, time-management and decision-making skills
• Ability to multitask and navigate through computer systems, applications, and multiple screens with speed and accuracy while balancing performance to meet a variety of metrics
• Digital literacy across a broad range of devices (e.g., Desktops, laptops, headsets, etc.)
• Flexibility, resiliency, and a positive attitude when responding to challenging situations
• Expected to meet the needs of customers by offering advice based on their total financial situation and possessing a thorough knowledge of customer life cycle needs
• Ability to work both independently and as part of a team
• Previous collection, credit experience and or call center and banking experience is an asset

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off
• Banking benefits and discounts
• Career development
• Reward and recognition programs

Company Overview