- The Retail Banking Representative 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
- Nurturing Customer Engagement and Strengthening Connections: This wording conveys the nurturing aspect of maintaining customer engagement and reinforcing the connections with them:
- Creates and maintains customer bonds by exhibiting product knowledge and attentively catering to customer needs
- Interacts actively to identify extra needs and offer solutions or references accordingly
- Provides tailored suggestions for products that meet customer needs, emphasizing the advantages and features they offer
- Leverages CRM applications to foresee and recommend solutions, provide assessment support, and engage in outbound sales activities
- Addresses customer problems and errors independently, escalating when necessary
- Forms effective partnerships and simplifies detailed or complex explanations
- Engages in activities related to customer outreach, servicing, and advice provision to fulfill TD's commitment to delivering unexpectedly authentic interactions
- Facilitates customer engagement on loan offerings and supports in the collection of application intake
- Acts as a customer ally, sharing proactive strategies for saving time and maintaining financial efficiency
- Enhances authenticity by customizing and personalizing every customer interaction
- Achieving excellence in service delivery and enhancing overall customer experiences play a vital role in Service Excellence and Customer Experience:
- Champions legendary customer service by emphasizing guidance and relationship building
- Helps bolster TD's customer service strategy by building trust, offering consultative guidance, and providing proactive recommendations
- Functions as a higher tier of support for addressing customer inquiries or problems
- Demonstrates lobby leadership by controlling customer movement, welcoming clients, and guiding the exploration of their needs
- Offers advice to consumers on digital and self-service alternatives that align with their choices
- Demonstrates a commitment to service delivery that is unexpectedly empathetic and personal
- Understands customer transaction needs and provides education on utilizing self-service channels, including digital platforms
- Strengthens partnerships with bank colleagues to ensure seamless client referrals
- Contributes to tasks related to loans in accordance with the categorization of Mortgage Loan Originator under the Regulation Z and the SAFE Act
- Risk management operations involve the implementation of strategies and protocols to identify, assess, and respond to potential risks effectively
- Tellers are able to engage in various transactions, including check cashing, depositing funds, withdrawing money, and transferring finances
- Abides by fraud prevention protocols and operational procedures
- A vital step upon hire is to enroll in teller training to efficiently manage Customer transactions
- Works effectively as a team contributor, promoting a constructive work atmosphere that inspires excellence, originality, and collaboration
- Enhances expertise and collaborates in knowledge-sharing endeavors
- Takes part in managing performance, participating in developmental undertakings, and pursuing career growth
- Proactively notifies stakeholders of any developments and progress that are essential for them to know
- Upholds the importance of promoting a workplace culture that is diverse, equitable, and inclusive
- Assumes the role of a brand promoter, fostering positive associations and recognition
- Drives performance improvements through the use of coaching feedback
- Embraces change positively
Balancing multiple tasks simultaneously - Continuous
