Perform a broad range of customer service transactions, provide information and/or advice on services, products, and/or solutions to existing or prospective TD customers.
Compensation
$22.50 - $28.33 CAD
Responsibilities
Create an exceptional customer experience with every customer interaction
Complete a broad range of financial transactions
Assist with responding and resolving customer concerns
Identify customer needs and determine solutions to customer problems
Promote products, advice, services and banking capabilities
Requirements
High School diploma
Post-Secondary or Undergraduate degree (in related field) preferred
As a Custodial Account Technician, you will play a key role in validating bank information, reconciling custodial accounts, and processing daily transactions with financial institutions.
Locations (2)
Quebec, Quebec, Canada
Montreal, Quebec, Canada
Responsibilities
Validate bank information entered by representatives and ensure the integrity of financial, accounting, and tax data
Perform reconciliation of check and electronic deposits as well as custodial accounts
Execute telegraphic transfers and process requests for check issuance and bank transfers
Generate and ensure the accuracy of electronic fund transfer files, convert amounts to US dollars, and track and reconcile them
Liaise with advisors, branches, and other head office members to obtain clarifications, make necessary adjustments or corrections, and follow up on incomplete or missing documents
A frontline customer service role focused on processing financial transactions, providing advice on banking products, and building relationships to ensure a positive customer experience.
Compensation
22.50 - 28.33 CAD
Responsibilities
Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics
Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters
Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary
Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
Connect personally with customers to advise them appropriately and clearly on banking solutions and processes
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