Retail Banking Advisor

Job Description:Retail Banking Advisor

Operating as a customer advocate, the Retail Banking Advisor leverages their financial acumen and advisory skills to aid customers through their banking obligations, contributing to business expansion by proposing suitable TD offerings that aid customers in reaching financial objectives and improving interactions with TD.

Qualifications:

• A high school diploma or its equivalent through a GED program signifies the successful conclusion of high school-level education.
• Possessing more than 12 months of experience in customer service or sales (volunteering, academic involvement, or military background can be considered).
• Teller experience preferred.
• Must successfully undergo teller training program.
• Strong abilities in conversing with customers and providing informative product guidance are highly valued.
• Strong organizational aptitude; skilled at juggling tasks in dynamic work environments.
• Proficient in concise, transparent, and uniform communication.
• Capacity to organize, prioritize, and complete assignments promptly without constant supervision.
• Displaying sound reasoning and adept at resolving issues efficiently.
• Competence with Microsoft Office software.
• 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:

• Shows product awareness and engages in active listening to build and maintain customer relations effectively.
• Communicates to discover extra needs and suggest suitable solutions or references.
• Recommends products tailored to individual customer needs by showcasing their key features and advantages.
• Uses CRM software to anticipate and offer solutions, aid in evaluations, and engage in proactive sales endeavors.
• Addresses customer issues and errors autonomously, escalating as required.
• Develops professional relationships while elucidating intricate or convoluted information.
• Engages in customer outreach and support initiatives to fulfill TD's promise of providing unexpectedly personal experiences.
• Communicates with customers about loan options and aids in collecting application details.
• Functions as a consumer ally, offering forward-thinking advice on maximizing efficiency and cost-effectiveness.
• Adds a personal touch to every interaction, ensuring authenticity.

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.
• By fostering trust, giving expert guidance, and suggesting forward-thinking advice, the assistance contributes to TD's customer service strategy.
• Functions as the stage where customer questions or problems are addressed further.
• Leads the lobby area by managing the flow of customers, welcoming them, and assisting in uncovering their needs.
• Advises consumers on digital and self-assistance alternatives that match their inclinations.
• Carries out behaviors that result in unexpectedly personalized service delivery.

Sales & Solutions:

• Acknowledges customer transaction demands and provides information on self-service channels, including digital instruments.
• Establishes partnerships with bank associates to enhance successful client recommendations.
• Participates in loan-related responsibilities since this position is categorized within the definitions of Mortgage Loan Originator outlined in Regulation Z and the SAFE Act.
• Risk management operations encompass the identification, assessment, and mitigation of potential threats or uncertainties that could impact an organization's objectives
• Activities like cashing checks, depositing money, withdrawing funds, and moving finances can be carried out by tellers.
• Abides by strategies for reducing fraud and operational procedures.
• New hires are required to undergo teller training in order to conduct Customer transactions efficiently.

Teamwork & Culture:

• Engages effectively as a key team player, nurturing a favorable workplace setting that inspires high standards, originality, and cooperation.
• Augments knowledge and capabilities through active involvement in knowledge dissemination.
• Involves in overseeing performance, fostering growth opportunities, and advancing in one's career.
• Consistently provides timely updates on advancements and relevant information.
• Advocates for creating a workplace culture that is inclusive, equitable, and diverse.
• Actively promotes and upholds the brand image both inside and outside the company.
• Utilizes feedback from coaching to enhance performance outcomes.
• Embraces change positively.

Physical Requirements:

• Continuous work in a sedentary setting requires extended periods of sitting and minimal movement
• Carrying out numerous tasks concurrently - Continuous
• Functioning with regular office devices - Uninterrupted
• Speedy responses to audio cues - Uninterrupted
• Sitting - Frequent
• Standing - Frequent
• Walking - Occasional
• Traveling securely in limited areas - Infrequent
• Intermittently lifting or transporting objects under 25 pounds in weight
• Periodically transporting objects exceeding 25 pounds in weight
• Squatting - Occasional

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