- The Retail Banking Consultant 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
- Promoting Customer Interaction and Cultivating Relationships: This phrase highlights the active promotion of customer interaction alongside the ongoing effort to cultivate strong and meaningful relationships:
- Demonstrates expertise in products and listens actively to customer needs to establish and nurture customer relationships
- Participates in discussions to identify further needs and provide relevant solutions or referrals
- Offers personalized product recommendations based on customer needs, showcasing the benefits and features of each option
- Uses CRM systems to preemptively pinpoint solutions, assist with evaluations, and conduct outbound sales activities
- Autonomously resolves customer complaints, issues, and errors, escalating when needed
- Fosters working alliances while explaining detailed or complex information
- Participates in customer interaction programs, service delivery, and advisory services in line with TD's dedication to providing genuinely human interactions
- Communicates with clients about borrowing options and assists in gathering necessary application materials
- Operates as a proactive consultant for customers, delivering advice on how to save both time and money
- Personalizes customer engagements, bringing an authentic touch to interactions
- The core focus of Customer Experience and Service Excellence lies in providing top-notch services and ensuring customer satisfaction:
- Sets the standard for customer satisfaction through exceptional service, advice, and relationship nurturing
- Contributes to the execution of TD's customer service strategy by fostering trust, providing consultative support, and suggesting proactive recommendations
- Acts as a stage where customer questions or issues are taken to the next level
- Executes lobby leadership responsibilities by coordinating customer flow, greeting Customers, and assisting with needs identification
- Provides guidance to customers on digital and self-assistance options suited to their preferences
- Enacts behaviors aimed at delivering service with an unexpectedly human touch
- Recognizes the requirements for transactions and guides customers on self-service avenues, particularly digital tools
- Fosters relationships with collaborating bankers to enhance referral networks
- Engages in loan-specific tasks as part of the responsibilities falling under the definition of Mortgage Loan Originator set by Regulation Z and the SAFE Act
- Operational excellence requires a proactive approach to continuous improvement and innovation in order to stay competitive and meet customer expectations
- Check cashing, depositing funds, withdrawing money, and transferring finances are among the services tellers can provide
- Follows procedures for fraud mitigation and operational directives
- To process Customer transactions smoothly, newly hired individuals must complete their teller training
- Functions as a collaborative team member, enhancing a supportive work environment that encourages quality, creativity, and teamwork
- Advances knowledge and skills through involvement in the dissemination of information
- Involves in performance appraisal, growth-oriented endeavors, and career development
- Takes the initiative to communicate progress and significant updates in a timely manner
- Backs the cultivation of a fair, inclusive, and diverse workplace setting
- Represents the brand as a spokesperson both internally and externally
- Implements recommendations from coaching to elevate performance levels
- Embraces change positively
- Executing a multitude of activities concurrently - Continuous
- Consistent utilization of basic office devices - Ongoing
Periodically lifting and carrying items under 25 pounds
