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Career Centre

Customer Service Representative


What you'll be doing
In this exciting entry level position, you’ll provide exceptional customer service to customers by processing their day-to-day banking transactions in an efficient and friendly manner. You will deliver a consistent, comfortable customer service experience to each customer, as well as understand and apply branch operating policies and procedures.

Where you've been:
In addition to your high school diploma, you possess excellent organizational and customer service skills. You demonstrate a high energy approach and excel in a fast paced work environment. You have strong computer skills and the ability to adapt quickly to change. Previous customer service experience coupled with sales would be an asset.

Where you're going:
We provide the tools and support you need to develop a career and encourage personal growth through our Personal Performance and Development Program.
A day in the life of a  CUSTOMER SERVICE REPRESENTATIVE

7:30 a.m. On the early shift today – I get to take care of branch opening procedures, which includes assisting the Manager of Customer Service in opening the vault, getting the daily working supplies and preparing the branch for both the employees and the customers. I really like the process of getting everything ready for the start of a new day.

7:50 a.m. The entire team is participating in our daily huddle – today it’s about referrals to our sales team – I’m looking forward to it. It’s great to connect with my co-workers before we start the day!

8:15 a.m. I’ve got my wicket ready with everything I need to help my customers – and here’s my first one of the day, Mr. Smith, he’s a regular – I always enjoy assisting him with his banking needs.

10:30 a.m. Wow – the morning has been steady – and everyone seems to be here for something different today. Not only have I taken care of deposits and withdrawals, but I’ve also prepared a draft, certified a cheque, and helped Mr. Smith with purchasing some American money for his upcoming vacation. Seems to have quieted down a bit, time to check the internal website for new information and updates.

11:15 a.m. In between serving customers I am able to read up on new information, and get my pre-work done for the course I’m taking tomorrow. I’m glad it’s busy today as my manager will be observing me in preparation for my coaching session next week.

12:55 p.m. Ate my lunch in the lunchroom and chatted with some of my co-workers, then a couple of us took a quick walk outside to enjoy the beautiful weather. I’m feeling refreshed and ready to get back to work.

1:10 p.m. While helping one of our branch’s regular customers, a prompt on my computer indicated I should ask him about opening an RSP. I asked him a few questions and offered to have one of our Financial Advisors meet with him to talk about RSPs. He agreed and had the time to speak with someone today, so he’s meeting with the Financial Advisor right now.

2:30 p.m. Just finished with Mrs. Brown, who was a bit frustrated with the service charges on her account. I was able to help by showing her another account that would suit her needs, and my manager just came over to tell me I did a great job of resolving Mrs. Brown’s concern – I really feel great when I’m able to help a customer save some money.

3:00 p.m. Had a quick meeting with my fellow branch customer service committee members. We’re going to do a huddle next week about the Customer Problem Resolution Process.

3:45 p.m. It’s been another great day. Some of the part-timers are getting in a bit early for their shift that starts at 4 p.m. as the Manager of Customer Service will review the huddle that was conducted this morning. As one day ends another day starts, I think I’ll do a bit of shopping before heading home.


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