Banking Advisory Associate

Banking Advisory Associate

About TD Bank:

TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches. We deliver legendary customer experiences to over 27 million households and businesses and globally. With over 95,000 colleagues, TD is guided by its vision to Be the Better Bank and its purpose to enrich the lives of customers, communities, and colleagues.

Job Overview:

The Banking Advisory Associate is a banking professional who plays a key role in delivering TD's Brand promise at a Store location. The role is accountable for accurately completing everyday banking transactions while providing advice and educational support on services, products, and tools that help customers achieve their financial goals.

Qualifications:

• Individuals should hold either a high school diploma or a GED.
• Candidates with 1 year of customer-facing experience are desired (volunteer work, education, or military background accepted).
• Demonstrated abilities in customer service are sought after.
• Teller experience preferred.
• Willingness to be scheduled for work on evenings, weekends, and holidays.
• New employees are required to complete both Teller training and the initial component of platform training.
• Proficient in navigating through diverse tasks and maintaining organization in a fast-moving setting.
• Exceptional communication dexterity (terse, explicit, and reliable).
• Exhibits strong problem-solving capabilities and adeptness at prioritizing tasks.
• Ability to independently manage tasks and adhere to prescribed timelines.
• Developing strong decision-making skills involves having good judgment.
• Well-versed in Microsoft Office functionality.
• Notary License preferred.

Customer Engagement & Relationship Management aims to create a seamless and enjoyable customer journey from the initial contact to post-purchase support:

• Connects with clients, advises on financial matters, and deepens relationships through proactive lead management activities.
• Builds and preserves customer associations by paying attention and having in-depth product knowledge.
• Recognizes chances to promote and educate on products and services or direct to the appropriate partner.
• Oversees the first interaction with inquiries, coordination of lobby operations, and facilitation of customer visits.
• Organizes and adjusts appointment schedules, reschedules meetings as needed, and helps ensure banker availability is coordinated effectively.
• Interacts with clients regarding account start-ups/closures, digital banking tools, card disputes, and overall service-related assistance.

The effective management of sales, service, and banking operations is crucial for a bank to establish a strong market presence, meet customer needs, and achieve financial success:

• Adequately performs everyday transactions at both the teller line and service platform.
• Helps customers with the opening and upkeep of personal deposit accounts, and assists in resolving debit and credit card challenges.
• Engages in connecting with customers by conducting outbound calls, sending SMS messages, following up on campaign leads, and creating leads through personal efforts.
• Perpetually delivers excellent service while endorsing, informing about, and suggesting TD offerings.
• Encourages customers to seek assistance from Store colleagues and partners for comprehensive financial requirements.

A comprehensive approach to risk management encompasses managing risks, maintaining compliance, and establishing controls:

• Guarantees compliance with all operational policies and regulatory stipulations.
• Implements customer validation practices, exercises meticulous scrutiny, and complies with legal requirements for transactions and account initiations.
• Ensures the confidentiality of customer data by adhering to bank security measures and protocols.
• Organizes cash drawers, ensures cash safety, respects cash restrictions, and follows dual verification procedures.
• Validates the accurate record-keeping in compliance with guidelines, important deadlines, and internal supervision.
• Completes necessary courses on job-specific compliance and regulatory training.

Operational Excellence:

• Advocates for TD's customer service strategy while ensuring decisions are made with the best interests of customers and stakeholders in mind.
• Participates in overseeing retail functions to secure adherence to TD's risk framework.
• Consistently follows audit, risk, and regulatory guidelines, delivering accurate responses in a timely fashion.
• Ensures adherence to established policies during task execution and demonstrates effective decision-making skills.
• Consistently delivers high-caliber service in all interactions with customers.

Cognitive Requirements:

• Continuous concentration for extended periods - Unbroken
• Implementing rational thinking to continuous issues - Endless
• Deciphering and conveying guidelines - Constantly
• Elementary math processes (addition, subtraction, multiplication, division) – Unceasing

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