Customer Care Specialist IV

🔥 3 minutes ago

🏖️ New Jersey, Massachusetts – Remote

🏖️ New Jersey – Remote 🍂 Massachusetts – Remote

💵 $24 - $33 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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TD

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1855

🏦 Banking

💸 Finance

🛡️ Insurance

💰 Grant on 2023-10

Banking • Finance • Insurance

TD is one of North America's biggest banks offering a wide range of banking services including personal and business banking, insurance, wealth management, and securities. TD is committed to sustainability, diversity, equity, and inclusion, ensuring a supportive and inclusive workplace where employees are empowered to grow. The bank provides various roles and career opportunities across different regions with a focus on community impact and professional development. TD's culture is defined by care and respect, aimed at benefiting their business performance, customers, and communities.

📋 Description

• Understand customers' financial needs and provide appropriate solutions, advice, guidance and/or recommendations on complex financial products and services • Provide specialized customer/partner support for complex transactions, activities and product feature advice and guidance • Provide exceptional inbound and/or outbound sales and service support for moderate to high complexity financial products and services • Act as a sales process and product expert for customers and internal partners • Identify complex problems, formulate appropriate solutions and escalate when necessary • Coordinate efforts and resources with other teams to achieve shared objectives • Provide courteous, efficient and professional customer service and manage inquiries, sales and issues promptly • Engage customers/partners to understand current and future product, sales and service needs • Offer advanced business-area advice and guidance • Resolve customer/partner problems appropriately the first time and escalate issues when necessary • Identify cross-sell opportunities and refer customers/partners to internal Bank partners • Attract, acquire and retain customers, sales opportunities and referrals to support business growth • Promote the full suite of products, sales, services and banking capabilities • Complete business processes accurately and support operational excellence • Identify and manage risks, escalate non-standard or high-risk transactions and activities, and ensure regulatory compliance • Participate in process improvement, due diligence, knowledge transfer, cross-training and team development • Keep current on emerging trends, tools, techniques and regulatory requirements • Support a positive, diverse, equitable and collaborative work environment • Act as a brand champion for the business area and bank

🎯 Requirements

• 3+ years relevant experience required • Strong knowledge of the cash management industry, including systems, products and services • Proven customer service skills, including concern for and ability to identify client issues • Proven ability to meet and exceed customer expectations and translate technical material for nontechnical users • Proven ability to perform multiple tasks in a fast-paced environment • Strong organizational and analytical skills and attention to detail • Proven PC skills, including knowledge of Windows and ability to operate standard office equipment • Effective verbal and written communication skills • Ability to serve as a resource to CM Customer Care Specialist I, II and III • Undergraduate degree preferred • Generally requires specific formal certifications at this level of expertise • Ability to handle sensitive customer information • Ability to identify and manage risks and comply with Bank and industry Code of Conduct • Ability to read, write and comprehend instructions • Ability to perform basic arithmetic

🏖️ 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 • Regular career, development, and performance conversations • Online learning platform • Mentoring programs • Training and onboarding sessions • Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards • Occasional domestic travel