Banking Sales Executive

Banking Sales Executive

Job Description:

Acting as a liaison between customers and TD, the Retail Banker I demonstrates the brand commitment by utilizing financial proficiency and personalized recommendations to support customers in their banking endeavors. By presenting TD solutions that align with customers' financial goals, this role contributes to business expansion and enhances customers' engagement with TD.

Requirements:

• Obtaining a high school diploma or GED qualification is imperative for pursuing further educational or vocational opportunities.
• Displaying a background in customer service or sales that exceeds one year (volunteering, educational experiences, or military service can be used as substitutes).
• Teller experience preferred.
• Essential to successfully graduate from teller training program.
• Candidates with strong abilities in customer conversation and product education are preferred.
• Exceptional organizational proficiency; capable of multitasking in fast-paced conditions.
• Proficiency in delivering consistent, clear, and succinct messages.
• Proficient in prioritization, deadline achievement, and independent workflow.
• Showing keen judgment and skilled at effectively addressing challenges.
• Adept in utilizing Microsoft Office applications.
• Notary License preferred.

Key Responsibilities:

Cultivating Customer Involvement and Establishing Connections: This phrase highlights the need to involve customers in meaningful ways and create lasting relationships with them:

• Builds and fosters customer relationships by demonstrating a strong understanding of products and actively listening to customer needs.
• Communicates effectively to uncover supplementary requirements and provide assistance or direction.
• Suggests products based on customer needs, focusing on their key features and advantages.
• Uses CRM systems to preemptively pinpoint solutions, assist with evaluations, and conduct outbound sales activities.
• Addresses customer problems and errors independently, escalating when necessary.
• Creates operational connections and elaborates on detailed or complicated information.
• Participates in customer outreach initiatives, service activities, and advisory engagements to deliver on TD's commitment to unexpectedly personal interactions.
• Supports customers in exploring loan products and assists in the completion of application forms.
• Acts as a customer ally, sharing proactive strategies for saving time and maintaining financial efficiency.
• Personalizes customer engagements, bringing an authentic touch to interactions.

Enhancing the overall customer journey and ensuring excellent service quality are fundamental aspects of Customer Experience and Service Excellence:

• Ensures a remarkable customer journey by delivering service, guidance, and emphasizing relationship development.
• By fostering trust, giving expert guidance, and suggesting forward-thinking advice, the assistance contributes to TD's customer service strategy.
• Acts as the next level of support for customer inquiries or issues.
• Leads the lobby area by managing the flow of customers, welcoming them, and assisting in uncovering their needs.
• Instructs customers on digital and self-service choices that are in harmony with their preferences.
• Engages in behaviors that lead to service delivery with an unexpectedly human approach.

Sales & Solutions:

• Understands customer transaction needs and provides education on utilizing self-service channels, including digital platforms.
• Collaborates with bankers from partner institutions to maximize referral opportunities.
• Engages in loan-related responsibilities within the framework of Mortgage Loan Originator definitions established by Regulation Z and the SAFE Act.
• Teller activities demand precision, accuracy, and strong communication skills to provide customers with a positive and efficient banking experience
• Tellers are able to engage in various transactions, including check cashing, depositing funds, withdrawing money, and transferring finances.
• Follows procedures for fraud mitigation and operational directives.
• Mastery of teller training is essential for employees who will be responsible for processing Customer transactions.

Teamwork & Culture:

• Engages effectively as a key team player, nurturing a favorable workplace setting that inspires high standards, originality, and cooperation.
• Improves understanding and skills while engaging in the exchange of information.
• Involves in overseeing performance, fostering growth opportunities, and advancing in one's career.
• Communicates effectively about progress and important updates before they are requested.
• Strives to foster a culture in the workplace that is diverse, fair, and inclusive.
• Acts as a liaison between the brand and various stakeholders, showcasing its values and mission.
• Utilizes coaching feedback as a tool for enhancing performance.
• 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

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