Branch Service Associate

Branch Service Associate

Job Description:

The Branch Service Associate 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.

Qualifications:

• A high school diploma or successful completion of a GED program demonstrates proficiency in secondary-level academics.
• Accumulating a year or more of experience in customer service or sales roles (volunteering, educational background, or military service can be considered).
• Teller experience preferred.
• Required to fulfill teller training requirements.
• Valued competencies consist of skillfulness in conversing with customers and educating them on products.
• Remarkable organization abilities; adept at managing multiple duties in quick-paced scenarios.
• The capacity for clear, precise, and unambiguous communication.
• Skill in prioritizing duties, meeting time constraints, and working self-sufficiently.
• Displaying sound reasoning and adept at resolving issues efficiently.
• Mastery of Microsoft Office suite.
• Notary License preferred.

Key Responsibilities:

Encouraging Customer Engagement and Establishing Rapport: Here, the emphasis is on motivating customers to engage while also building rapport and trust with them:

• Demonstrates expertise in products and listens actively to customer needs to establish and nurture customer relationships.
• Interacts actively to identify extra needs and offer solutions or references accordingly.
• Proposes products that cater to customer specifications, highlighting the unique features and benefits of each item.
• Utilizes CRM solutions to pre-emptively identify answers, offer assessment support, and perform outbound sales tasks.
• Handles customer issues and errors autonomously, escalating when required.
• Forms effective partnerships and simplifies detailed or complex explanations.
• Participates in customer interaction programs, service delivery, and advisory services in line with TD's dedication to providing genuinely human interactions.
• Collaborates with customers on loan product inquiries and streamlines the application intake process.
• Serves as a customer advocate, providing proactive tips for enhancing savings in both time and finances.
• Offers authentic and personalized customer engagement in every interaction.

Providing outstanding customer service and ensuring exceptional customer satisfaction are key elements in enhancing Customer Experience and achieving Service Excellence:

• Offers unparalleled customer service through advising and building relationships effectively.
• Contributes to TD's customer service strategy by establishing confidence, providing consultative help, and proposing proactive suggestions.
• Acts as a step up for addressing customer issues or inquiries.
• Manages lobby operations by regulating customer flow, greeting patrons, and facilitating the discovery of their needs.
• Informs clients about digital and self-service options that are customized to their liking.
• Enacts behaviors aimed at delivering service with an unexpectedly human touch.

Sales & Solutions:

• Recognizes the demands of customer transactions and educates them on self-service channels, such as digital tools.
• Strengthens partnerships with bank colleagues to ensure seamless client referrals.
• 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.
• Teller activities play a crucial role in ensuring smooth and accurate financial transactions for customers while upholding security and compliance measures
• Tellers have the capacity to process transactions like cashing checks, depositing funds, withdrawing money, and transferring finances.
• Adheres to measures aimed at mitigating fraud and operational guidelines.
• Processing Customer transactions necessitates the completion of teller training upon employment.

Teamwork & Culture:

• Contributes as a dedicated team member, cultivating a supportive work environment that motivates excellence, inventiveness, and partnership.
• Broadens knowledge and skills through participating in knowledge exchange activities.
• Engages in performance assessment, skill enhancement programs, and professional development.
• Ensures stakeholders are kept abreast of progress and relevant updates through proactive communication.
• Backs the cultivation of a fair, inclusive, and diverse workplace setting.
• Assumes the role of a brand promoter, fostering positive associations and recognition.
• Enhances performance outcomes by incorporating coaching feedback.
• Embraces change positively.

Physical Requirements:

• Continuous sedentary tasks necessitate prolonged periods of sitting without frequent breaks for movement
• Balancing multiple tasks simultaneously - Continuous
• Regular operation of standard office equipment - Continuous
• Fast responses to auditory prompts - Perpetual
• Sitting - Frequent
• Standing - Frequent
• Walking - Occasional
• Securely traversing limited areas - Every now and then
• Now and then, moving loads that are 25 pounds or lighter
• Periodically required to lift or carry heavy objects exceeding 25 lbs
• Squatting - Occasional

Apply Now