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Customer Relations Associate - Trust
Job in
Surrey, BC, Canada
Listed on 2026-06-05
Listing for:
TD
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Bilingual, Banking & Finance
Job Description & How to Apply Below
Join TD Canada Trust as a Customer Relations Associate in Surrey, British Columbia, where you will actively engage with clients and assist with their financial needs.
Your role is pivotal in enhancing the customer experience.
In this position, you will build impactful relationships, guide customers through banking services, and provide essential advice on digital tools. You will be a crucial part of the team, resolving queries and supporting various banking transactions while ensuring a positive environment.
Key Responsibilities:
• Engage with customers regarding financial needs
• Facilitate connections to the right banking staff
• Educate clients on digital banking methods
• Process cash and non-cash transactions accurately
• Suggest improvements for branch operations
Requirements:
• High school diploma and 1+ years relevant experience
• Strong understanding of banking products
• Proficient in using MS Office applications
• Excellent influencing and communication skills
• Must earn Investment Funds Canada certification within 6 months
Contribute to client success and drive operational excellence as a Customer Relations Associate at TD Canada Trust.
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Position Requirements
10+ Years
work experience
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