- Acting as a liaison between customers and TD, the Retail Banker I demonstrates the brand commitment by utilizing financial proficiency and personalized recommendations to support customers in their banking endeavors
- By presenting TD solutions that align with customers' financial goals, this role contributes to business expansion and enhances customers' engagement with TD
- Cultivating Customer Involvement and Establishing Connections: This phrase highlights the need to involve customers in meaningful ways and create lasting relationships with them:
- Builds and fosters customer relationships by demonstrating a strong understanding of products and actively listening to customer needs
- Communicates effectively to uncover supplementary requirements and provide assistance or direction
- Suggests products based on customer needs, focusing on their key features and advantages
- Uses CRM systems to preemptively pinpoint solutions, assist with evaluations, and conduct outbound sales activities
- Addresses customer problems and errors independently, escalating when necessary
- Creates operational connections and elaborates on detailed or complicated information
- Participates in customer outreach initiatives, service activities, and advisory engagements to deliver on TD's commitment to unexpectedly personal interactions
- Supports customers in exploring loan products and assists in the completion of application forms
- Acts as a customer ally, sharing proactive strategies for saving time and maintaining financial efficiency
- Personalizes customer engagements, bringing an authentic touch to interactions
- Enhancing the overall customer journey and ensuring excellent service quality are fundamental aspects of Customer Experience and Service Excellence:
- Ensures a remarkable customer journey by delivering service, guidance, and emphasizing relationship development
- By fostering trust, giving expert guidance, and suggesting forward-thinking advice, the assistance contributes to TD's customer service strategy
- Acts as the next level of support for customer inquiries or issues
- Leads the lobby area by managing the flow of customers, welcoming them, and assisting in uncovering their needs
- Instructs customers on digital and self-service choices that are in harmony with their preferences
- Engages in behaviors that lead to service delivery with an unexpectedly human approach
- Understands customer transaction needs and provides education on utilizing self-service channels, including digital platforms
- Collaborates with bankers from partner institutions to maximize referral opportunities
- Engages in loan-related responsibilities within the framework of Mortgage Loan Originator definitions established by Regulation Z and the SAFE Act
- Teller activities demand precision, accuracy, and strong communication skills to provide customers with a positive and efficient banking experience
- Tellers are able to engage in various transactions, including check cashing, depositing funds, withdrawing money, and transferring finances
- Follows procedures for fraud mitigation and operational directives
- Mastery of teller training is essential for employees who will be responsible for processing Customer transactions
- Engages effectively as a key team player, nurturing a favorable workplace setting that inspires high standards, originality, and cooperation
- Improves understanding and skills while engaging in the exchange of information
- Involves in overseeing performance, fostering growth opportunities, and advancing in one's career
- Communicates effectively about progress and important updates before they are requested
- Strives to foster a culture in the workplace that is diverse, fair, and inclusive
- Acts as a liaison between the brand and various stakeholders, showcasing its values and mission
- Utilizes coaching feedback as a tool for enhancing performance
- Embraces change positively
Balancing multiple tasks simultaneously - Continuous
