Banking Sales Advisor

Banking Sales Advisor

Job Description:

In the capacity of a Banking Sales Advisor, 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.

Qualifications:

• Earning a high school diploma or GED is crucial for advancing in academic and career pathways.
• Showing over twelve months of customer service or sales experience (volunteering, educational engagement, or military service may be seen as equivalents).
• Teller experience preferred.
• Ability to complete teller training is a must.
• Key qualifications include the proficiency to effectively communicate with customers and educate them about products.
• Advanced organizational skills; competent in managing multiple responsibilities in dynamic environments.
• Demonstrating concise, coherent, and unambiguous communication skills.
• Adept at arranging tasks by importance, meeting deadlines, and working autonomously.
• Illustrating logical reasoning and proficient in tackling problems effectively.
• Skillful in operating Microsoft Office programs.
• Notary License preferred.

Key Responsibilities:

Fostering Customer Engagement and Building Relationships: This title underscores the importance of actively engaging with customers and cultivating strong connections with them:

• Cultivates customer rapport by showcasing knowledge of products and attentively addressing customer needs.
• Interacts to identify additional needs and suggest appropriate solutions or resources.
• Gives advice on products that suit customer requirements, highlighting their features and benefits.
• Utilizes CRM technology for the proactive identification of solutions, assistance with assessments, and execution of outbound sales strategies.
• Autonomously resolves customer complaints, issues, and errors, escalating when needed.
• Forms effective partnerships and simplifies detailed or complex explanations.
• Contributes to customer engagement efforts through outreach, servicing tasks, and advisory roles to ensure TD's promise of surprisingly human interactions is upheld.
• Initiates discussions with clients regarding loan products and helps in managing the intake of applications.
• Functions as a customer advocate, offering valuable insights on ways to save time and money effectively.
• Enhances authenticity by customizing and personalizing every customer interaction.

Striving to exceed customer expectations and delivering exceptional service are crucial components of achieving Customer Experience and Service Excellence:

• Creates a memorable customer experience by focusing on service, advice, and relationship cultivation.
• Contributes to TD's customer service strategy by establishing confidence, providing consultative help, and proposing proactive suggestions.
• Functions as the stage where customer questions or problems are addressed further.
• Participates in lobby management by coordinating customer traffic, greeting clients, and assisting with identifying their requirements.
• Advises consumers on digital and self-assistance alternatives that match their inclinations.
• Demonstrates actions that ensure a human touch in service delivery beyond expectations.

Sales & Solutions:

• Recognizes the requirements for transactions and guides customers on self-service avenues, particularly digital tools.
• Strengthens partnerships with bank colleagues to ensure seamless client referrals.
• Participates in activities related to loans that comply with the definition of Mortgage Loan Originator as per Regulation Z and the SAFE Act.
• Operational excellence and robust risk management operations are essential components of a successful business strategy that aims to optimize performance and mitigate potential threats
• Teller services encompass a range of transactions, such as cashing checks, depositing funds, withdrawing money, and transferring finances.
• Abides by fraud prevention protocols and operational procedures.
• To process Customer transactions smoothly, newly hired individuals must complete their teller training.

Teamwork & Culture:

• Contributes as a dedicated team member, cultivating a supportive work environment that motivates excellence, inventiveness, and partnership.
• Augments knowledge and capabilities through active involvement in knowledge dissemination.
• Partakes in performance evaluation, training initiatives, and professional advancement.
• Consistently provides timely updates on advancements and relevant information.
• Promotes the establishment of a fair, diverse, and inclusive workplace atmosphere.
• Plays a key role in representing the brand identity to both internal and external audiences.
• Enhances performance through the integration of 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