• The Banking Support Specialist is a customer liaison integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking needs
• This role contributes to business growth by identifying appropriate TD solutions that help Customers achieve financial goals and optimize their relationship with TD
• Stimulating Customer Engagement and Fostering Relationships: This title suggests the proactive approach of stimulating customer engagement levels to foster and maintain positive relationships:
• Establishes and fosters customer connections by demonstrating product expertise and attentively understanding customer needs
• Engages in dialogues to identify more needs and provide relevant assistance or suggestions
• Recommends products based on customer preferences, highlighting their features and benefits to aid in decision-making
• Utilizes CRM solutions to pre-emptively identify answers, offer assessment support, and perform outbound sales tasks
• Independently resolves customer problems and errors, escalating as deemed necessary
• Establishes collaborative relationships while elucidating intricate or detailed concepts
• Participates in customer outreach initiatives, service activities, and advisory engagements to deliver on TD's commitment to unexpectedly personal interactions
• Initiates discussions with clients regarding loan products and helps in managing the intake of applications
• Serves as a proactive guide for customers, providing valuable tips on how to save time and money efficiently
• Tailors interactions to bring authenticity and personalization to the customer experience
• Service Excellence and Customer Experience entail providing exceptional services and ensuring customers receive a high level of satisfaction:
• Exceeds customer expectations through exemplary service, valuable advice, and effective relationship building
• Assists in executing TD's customer service strategy through trust-building, consultative support, and the provision of proactive suggestions
• Serves as an escalation point for dealing with customer inquiries or issues
• Engages in lobby leadership duties by coordinating customer traffic, greeting clients, and aiding in identifying their requirements
• Supports customers in understanding digital and self-help options that are reflective of their preferences
• Adopts behaviors that result in service delivery characterized by an unexpectedly humane approach
• Sales & Solutions:
• Acknowledges the needs for transactions and educates customers on self-service options, especially digital tools
• Creates alliances with collaborating financial professionals to facilitate effective referrals
• Engages in loan-related responsibilities within the framework of Mortgage Loan Originator definitions established by Regulation Z and the SAFE Act
• Operational excellence and robust risk management operations are essential components of a successful business strategy that aims to optimize performance and mitigate potential threats
• Teller duties extend to activities like processing check cashing, depositing funds, withdrawing money, and facilitating funds transfers
• Adheres to fraud prevention measures and operational protocols
• The completion of teller training is a requirement for new hires to conduct Customer transactions effectively
• Performs as an engaged team member, fostering a favorable work environment that encourages quality, creativity, and collaboration
• Enriches expertise and plays a role in promoting the sharing of knowledge among peers
• Involves in performance management practices, developmental initiatives, and career enhancement pursuits
• Keeps stakeholders updated on progress and relevant information through proactive communication
• Sustains a commitment to fostering a workplace culture characterized by diversity, equity, and inclusion
• Functions as a key figure in enhancing the brand's visibility and reputation through various channels
• Utilizes feedback from coaching to enhance overall performance
• Embraces change positively

Balancing multiple tasks simultaneously - Continuous

A high school diploma or successful completion of a GED program demonstrates proficiency in secondary-level academics demonstrating experience in customer service or sales for a period longer than one year (volunteering, educational background, or military service may serve as valid alternatives)

• Essential to successfully graduate from teller training program
• Key qualifications include the proficiency to effectively communicate with customers and educate them about products
• Proficiency in task organization; skilled at multitasking in fast-paced settings
• Showing strong communication skills through clear, concise, and uniform messaging
• Ability to manage priorities, adhere to schedules, and operate without constant oversight
• Showing sound reasoning and adept at effective decision-making and problem-solving
• Skilled in working with Microsoft Office suite
• Continuous sedentary tasks necessitate prolonged periods of sitting without frequent breaks for movement
• Regular operation of standard office equipment - Continuous
• Fast responses to auditory prompts - Perpetual
• Sitting - Frequent
• Standing - Frequent
• Walking - Occasional
• Securely traversing limited areas - Every now and then
• Now and then, moving loads that are 25 pounds or lighter
• Periodically required to lift or carry heavy objects exceeding 25 lbs

Squatting - Occasional