Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Utilizes TD’s systems and tools to engage with the Customer to acquire and deepen relationships by providing advice and guidance to exceed the Customers’ needs to ultimately attract, retain the Customer and make their experience legendary which is in line with TD’s brand promise
Understands Customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive Customer experience
Accurately completes everyday banking transactions either on the Teller line or on the platform for Customers while uncovering their financial needs and educating on products, services and tools or refers to the appropriate expert
Services the Customer, on both the Teller line and platform as needed, with the ability to service Customers with opening/closing personal deposit accounts, everyday bank transactions, Debit Card/Credit Card Issues, Regulation E, Mobile and On-Line (digital) banking
Connects with Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization
Education & Experience:
High school diploma or GED
1 years related experience required
Superior Customer Service skills
Teller experience (Preferred) / Must complete Teller training and part 1 of platform training
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demontrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving