In the capacity of a Retail Banking Specialist the individual functions as a crucial interface between customers and TD, employing financial expertise and a consultative approach to help customers address their banking needs and achieve financial well-being
- This involvement is essential in fostering business growth through the identification of TD solutions that empower customers to fulfill financial aspirations and strengthen their association with TD
- Sedentary job roles involve prolonged periods of sitting with little to no breaks for physical activity
- Managing multiple responsibilities at once - Continuous
- Working with traditional office equipment without breaks - Consistent
- Sitting - Frequent
- Walking - Occasional
- Maneuvering carefully in cramped settings - Now and then
- Periodically carrying items that are 25 pounds or less
- On an infrequent basis, handling loads over 25 pounds
- Squatting - Occasional
- Building Customer Engagement and Nurturing Relationships: This wording emphasizes the action-oriented approach of developing customer engagement while nurturing long-term relationships:
- Cultivates customer rapport by showcasing knowledge of products and attentively addressing customer needs
- Engages in dialogues to pinpoint more needs and offer help or guidance
- Provides product suggestions that align with the needs of customers, underlining the unique attributes and benefits they offer
- Leverages CRM platforms to identify solutions in advance, support assessments, and initiate outbound sales efforts
- Resolves customer problems and errors on their own, escalating if needed
- Nurtures effective collaborations and simplifies detailed or intricate data
- Involves in interacting with customers, providing services, and offering advice to ensure TD's pledge of authentic customer engagement is met
- Involves customers in discussions about loan products and supports in capturing application data
- Takes on the role of a customer supporter, giving proactive recommendations for saving time and cutting costs
- Provides a unique and personalized experience for each customer interaction
- Customer Experience and Service Excellence revolve around offering exceptional services and ensuring customers have a positive interaction with a brand:
- Ensures a remarkable customer journey by delivering service, guidance, and emphasizing relationship development
- Contributes to TD's customer service strategy by establishing confidence, providing consultative help, and proposing proactive suggestions
- Provides a higher level of assistance for customer queries or concerns
- Acts as a lobby leader by organizing the movement of clients, greeting them, and aiding in identifying their demands
- Instructs customers on digital and self-service choices that are in harmony with their preferences
- Demonstrates actions that ensure a human touch in service delivery beyond expectations
- Understands the needs of transactions and informs clients about self-service channels, digital resources among them
- Builds relationships with partner bankers to ensure the effectiveness of referrals
- Engages in activities related to loans as this position conforms to the definitions of Mortgage Loan Originator specified in Regulation Z and the SAFE Act
- Teller activities involve the day-to-day tasks and transactions performed by bank tellers, such as handling deposits, withdrawals, and providing customer service
- Teller duties encompass tasks such as cashing checks, depositing funds, withdrawing money, and transferring finances
- Complies with fraud prevention processes and operational regulations
- Processing Customer transactions necessitates the completion of teller training upon employment
- Contributes as a dedicated team member, cultivating a supportive work environment that motivates excellence, inventiveness, and partnership
- Develops expertise and takes part in sharing insights and information
- Participates in the management of performance, developmental tasks, and progression in one's career
- Communicates effectively about progress and important updates before they are requested
- Promotes the establishment of a fair, diverse, and inclusive workplace atmosphere
- Functions as a brand advocate within the company and in interactions with the public
- Implements coaching feedback to drive improvement in performance
Embraces change positively
