Contact Center Rep (Finance)

TL;DR

Contact Center Rep (Finance): Servicing TD Wealth, Mass Affluent, and High Net Worth customer segments with an accent on sales, advice, and customer retention. Focus on solving complex financial issues, identifying cross-selling opportunities, and managing wealth-related inquiries.

Location: Greenville, South Carolina, United States. Must be able to be onsite for training, meetings, and events.

Salary: $24.00 - $33.50 per hour

Company

TD is one of the world's leading global financial institutions and the fifth largest bank in North America.

What you will do

• Act as a single point of contact for Wealth, Mass Affluent, and High Net Worth customer inquiries.
• Identify cross-selling opportunities and provide tailored financial recommendations to deepen customer relationships.
• Handle inbound and outbound calls for sales leads and complex customer escalations.
• Process credit card applications and referrals following legal and regulatory guidelines.
• Collaborate with relationship bankers and financial advisors to ensure a high-touch client experience.
• Manage account operations, including new account openings, withdrawals, and dispute handling.

Requirements

• Bachelor's degree or equivalent work experience.
• 4+ years of customer service or sales experience in the financial industry.
• Bilingual proficiency in English and Spanish required to support customers.
• Proficiency in MS Office and CRM applications.
• Must be based in or able to be onsite in Greenville, SC for training and required events.
• Ability to adhere to a schedule that may include evenings and weekends.

Culture & Benefits

• Comprehensive health and well-being benefits.
• Savings and retirement programs.
• Paid time off, including Vacation, Flex, and Holiday PTO.
• Banking benefits and discounts.
• Access to online learning platforms and mentoring programs for career development.

Hiring process

• Interview with selected candidates.
• Outcome communication via email or phone call.