TD Securities→
Contact Center Representative- Credit… at TD Securities · Greenville
Entry LevelOn-siteFull-timeGreenville, SC$46k–$58k/yr
Skills
customer servicefinancial transactionscontact center operationsdigital bankinguse of technologysoftware applicationsresiliencybilingual communication - englishspanishhandling confidential informationopenness to feedback
Job Description
Summary: TD Securities is one of the world's leading global financial institutions. They are seeking a Contact Center Representative to promote strong customer relationships by providing quality service and sales in a contact center environment, ensuring an exceptional customer experience with financial transactions and inquiries.
Responsibilities:
- Creates an exceptional Customer experience supporting customers (Consumer, Corporate, Commercial or private label) with inbound phone, written, chat or other inquiries by displaying a positive and professional tone, understanding the customer's needs, and providing solutions at first point of contact for customers and internal business partners
- Knowledgeable of the various products/services and able to communicate relevant solutions, including digital banking and self-serve options while navigating multiple systems/applications while ensuring proper call risk and compliance
- Completes a broad range of financial transactions (e.g., account updates, account balance, statement requests, balance transfers, dispute handling, and other transactions as necessary) with accuracy and efficiency
- Follows all bank policies and procedures reducing risk to our customers and the business
- Refers more complex questions to more experienced personnel or consults with problems and questions as needed
- Participates fully as a collaborative member of the team, contributes, and supports a positive, diverse, and inclusive work environment including helping to identify ways to improve the Customer experience
- Participates in personal performance management and ongoing development activities, including cross training as necessary
- Actively participates in personal career development and takes ownership of personal growth
- Open to feedback and actively implements action plans as directed by leadership
- Ability to be onsite for training(s), moments that matter, and any other applicable meetings / events as deemed by the business
Required Qualifications:
- High School Diploma or GED
- 1+ years of related customer service experience; or equivalent work experience to include 1+ years prior experience in Retail, banking, or contact center experience preferred
- Able to communicate financial information clearly and accessible to a wide range of customers
- Team oriented with the ability to work in a fast-paced, challenging work environment with resiliency
- Ability to assist customers on the phone for long periods of time within the agreed upon set schedule shift which may include weekends, late night or overnights, and holidays
- Ability to arrive on-time and ready to receive customer calls as scheduled throughout the shift
- Must have PC skills with the ability to use/learn current technology and software applications related to position
- Excellent interpersonal and verbal communication skills required
- Experience handling confidential information required
- Effective written communication skills preferred
- Excellent problem-solving and time management skills
- Support the achievement of business objectives by meeting individual and team objectives
- Must be able to effectively support customers using designated primary language (Spanish and/or English) in assigned queue
- Bilingual (Spanish) contact center representatives must be able to take phone calls, answer customer inquiries, translate documents and other transactions as necessary in both English and Spanish
Preferred Qualifications:
- Effective written communication skills preferred
Required Skills: Customer service, Financial transactions, Contact center operations, Digital banking, Use of technology, software applications, Resiliency, Bilingual communication - English, Spanish, Handling confidential information, Openness to feedback
Benefits: 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
Benefits
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