Banking Service Advisor

Job Description:Banking Service Advisor

Tasked with aiding customers in their banking requirements, the Banking Service Advisor plays a pivotal role in upholding TD's Brand promise by using financial expertise and consultative advice to guide customers effectively. Through recommending appropriate TD solutions that align with customers' financial targets, this position aids in business growth and enhances customers' affinity towards TD.

Qualifications:

• A high school diploma and GED serve as equal benchmarks for educational accomplishment beyond the primary level.
• 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.
• Ability to complete teller training is a must.
• Essential requirements include the ability to effectively engage with customers and provide comprehensive product education.
• Demonstrated excellence in organization; proficient in handling multiple tasks in high-energy environments.
• Strong communication skills characterized by being brief, understandable, and reliable.
• Competence in structuring tasks by priority, achieving deadlines, and functioning independently.
• Sound discretion and proficient problem-solving capabilities demonstrated.
• Proficient in navigating Microsoft Office tools.
• Notary License preferred.

Key Responsibilities:

Building Customer Engagement and Nurturing Relationships: This wording emphasizes the action-oriented approach of developing customer engagement while nurturing long-term relationships:

• Strengthens customer connections by displaying knowledge of products and attentively hearing out customer needs.
• Engages in conversations to recognize additional needs and offer appropriate solutions or recommendations.
• Offers personalized product recommendations based on customer needs, showcasing the benefits and features of each option.
• Leverages CRM applications to foresee and recommend solutions, provide assessment support, and engage in outbound sales activities.
• Handles customer issues and errors autonomously, escalating when required.
• Establishes collaborative relationships while elucidating intricate or detailed concepts.
• Contributes to customer engagement efforts through outreach, servicing tasks, and advisory roles to ensure TD's promise of surprisingly human interactions is upheld.
• Facilitates customer engagement on loan offerings and supports in the collection of application intake.
• Operates as a proactive consultant for customers, delivering advice on how to save both time and money.
• Ensures each customer interaction is authentic and personalized.

Service Excellence and Customer Experience require businesses to prioritize delivering exceptional service levels and creating positive customer interactions:

• Offers unparalleled customer service through advising and building relationships effectively.
• Develops trust, offers advisory assistance, and suggests proactive solutions to enhance TD's customer service approach.
• Functions as the stage where customer questions or problems are addressed further.
• Acts as a lobby leader by organizing the movement of clients, greeting them, and aiding in identifying their demands.
• Teaches clients about digital and self-service options that are in line with their tastes.
• Executes strategies to provide service in a surprisingly warm and personal manner.

Sales & Solutions:

• Recognizes the demands of customer transactions and educates them on self-service channels, such as digital tools.
• Creates alliances with collaborating financial professionals to facilitate effective referrals.
• Participates in activities related to loans that comply with the definition of Mortgage Loan Originator as per 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
• Check cashing, depositing funds, withdrawing money, and transferring finances are among the services tellers can provide.
• Adheres to protocols for fraud detection and operational policies.
• Teller training is a prerequisite for new hires to carry out Customer transactions accurately.

Teamwork & Culture:

• Plays an active role as a valuable member of the team, fostering a constructive work atmosphere that promotes excellence, creativity, and teamwork.
• Augments knowledge and capabilities through active involvement in knowledge dissemination.
• Participates in the management of performance, developmental tasks, and progression in one's career.
• Proactively shares advancements and pertinent news to keep stakeholders in the loop.
• Encourages the development of a workplace culture that is inclusive, diverse, and just.
• Takes on the responsibility of embodying the brand values and messaging in all interactions.
• Implements recommendations from coaching to elevate performance levels.
• 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
• 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
• Sitting - Frequent
• Standing - Frequent
• Walking - Occasional

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