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Full-Time
Remote

Bilingual Contact Center Rep IV, Life and Health

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Description

This role involves providing exceptional customer service and advice to clients on financial products and services, particularly in life and health. It requires engaging with customers to understand their needs, identifying cross-sell opportunities, and ensuring timely and accurate completion of business processes while managing risks. The representative will contribute to business objectives, support teamwork, and continuously enhance their knowledge.

What We're Looking For

Provide sound advice and exceptional customer service.,Manage inquiries, advice, and issues promptly and effectively.,Understand customer needs and proactively offer information/advice/guidance.,Handle customer/partner problems appropriately, escalating when necessary.,Identify cross-sell opportunities and refer to internal bank partners.,Contribute to business objectives by attracting, acquiring, and retaining customers.,Promote and offer a full suite of products, advice, services, and banking capabilities.,Support timely and accurate completion of business processes and procedures.,Identify and manage risks, escalating non-standard, high-risk transactions.,Ensure documentation is accurate and compliant with regulations.,Participate in process improvement opportunities.,Keep abreast of emerging issues, trends, and regulatory requirements.,Maintain a culture of risk management and control.,Participate as a team member, support a positive work environment, and ensure timely communication.,Enhance knowledge/expertise and participate in knowledge transfer.,Keep current on emerging trends/developments.,Contribute to a fair, positive, and equitable environment.,Act as a brand champion.,Provide support on complex transactions, activities, and product feature advice.,Act as an advice process/product expert.,Identify complex problems and formulate solutions.,Coordinate efforts and resources to achieve shared objectives.,Implement advice and customer service procedures.,Handle sensitive customer information and resolve exceptions.

Ideal Candidate

Undergraduate degree and/or 2+ years relevant experience,Must have LLQP license,Must be bilingual in English/French,Generally requires specific formal certifications at this level of expertise

Minimum Education

Undergraduate degree (or equivalent experience)

Hard Skills

LLQP license
Financial product knowledge
Risk management
Process improvement
Banking capabilities
Regulatory compliance

Soft Skills

Customer service
Communication
Problem-solving
Advice/guidance
Teamwork
Interpersonal skills
Adaptability
Proactiveness
Conflict resolution
Relationship building

Work Hours

35 hours/week

Benefits

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

About the Company

T

The Toronto-Dominion Bank

The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.

Inclusive
Community-focused
Professional
Growth-oriented
Caring
View all jobs at The Toronto-Dominion Bank

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