Banking Service Executive

Job Description:Banking Service Executive

By serving as a customer link in the banking sector, the Banking Service Executive ensures that TD's Brand promise is honored through the utilization of financial know-how and tailored guidance to meet customers' banking demands. Through the identification of suitable TD options that support customers in achieving financial objectives, this role actively contributes to business development and strengthens customers' relationships with TD.

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

Qualifications:

• Achievement of a high school diploma or GED credential signifies the successful culmination of secondary education requirements.
• demonstrating experience in customer service or sales for a period longer than one year (volunteering, educational background, or military service may serve as valid alternatives).
• Teller experience preferred.
• Must successfully pass through teller training process.
• A preference is given to candidates with excellent customer communication skills and product education expertise.
• Impressive skills in organizing tasks effectively; proficient at multitasking in fast-paced settings.
• Skillful in conveying messages concisely, clearly, and coherently.
• Capability to rank tasks by importance, fulfill deadlines, and operate without continual direction.
• Exhibiting strong discernment and skillful at finding solutions adeptly.
• Competence with Microsoft Office software.
• Notary License preferred.

Key Responsibilities:

Engaging with Customers and Strengthening Relationships: This title suggests the dual focus on interacting with customers effectively and enhancing the depth of relationships with them:

• Enhances customer relationships through the exhibition of product knowledge and attentive listening to customer demands.
• Participates in discussions to identify further needs and provide relevant solutions or referrals.
• Provides tailored suggestions for products that meet customer needs, emphasizing the advantages and features they offer.
• Deploys CRM tools for the proactive identification of solutions, support in assessments, and execution of outbound sales initiatives.
• Independently resolves customer problems and errors, escalating as deemed necessary.
• Creates operational connections and elaborates on detailed or complicated information.
• Engages in activities related to customer outreach, servicing, and advice provision to fulfill TD's commitment to delivering unexpectedly authentic interactions.
• Communicates with clients about borrowing options and assists in gathering necessary application materials.
• Functions as a strategic partner for customers, offering insights on efficient time and money management.
• Tailors customer interactions to add a genuine and personal touch.

Customer Experience and Service Excellence revolve around offering exceptional services and ensuring customers have a positive interaction with a brand:

• Provides an outstanding customer experience by offering service, guidance, and fostering connections.
• By fostering trust, giving expert guidance, and suggesting forward-thinking advice, the assistance contributes to TD's customer service strategy.
• Provides a higher level of assistance for customer queries or concerns.
• Takes charge of lobby leadership by directing customer traffic, welcoming visitors, and assisting in understanding their needs.
• Educates customers on digital and self-help preferences that suit their needs.
• Implements actions to deliver service that goes beyond expectations in its human element.

Sales & Solutions:

• Acknowledges the needs for transactions and educates customers on self-service options, especially digital tools.
• Collaborates with bankers from partner institutions to maximize referral opportunities.
• Contributes to tasks related to loans in accordance with the categorization of Mortgage Loan Originator under the Regulation Z and the SAFE Act.
• Operational excellence requires a proactive approach to continuous improvement and innovation in order to stay competitive and meet customer expectations
• Teller responsibilities may include performing transactions like check cashing, depositing funds, withdrawing money, and transferring finances.
• Conforms to fraud prevention strategies and operational practices.
• New employees must participate in teller training to be able to handle Customer transactions.

Teamwork & Culture:

• Engages effectively as a key team player, nurturing a favorable workplace setting that inspires high standards, originality, and cooperation.
• Develops expertise and takes part in sharing insights and information.
• Takes part in activities related to performance monitoring, skill development, and career advancement.
• Regularly informs individuals of progress and any necessary updates in a proactive fashion.
• Supports the implementation of a workplace culture that prioritizes diversity, equity, and inclusion.
• Represents the brand as a spokesperson both internally and externally.
• Drives performance improvements through the use of coaching feedback.
• Embraces change positively.

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