- Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
- Build customer confidence in emerging digital banking trends by educating them on mobile, ATM, and online banking
- Support frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
- Recommend improvements to work practices, branch operations, and processes to enhance customer experience and achieve operational excellence
- Participate in the timely and accurate completion of business processes and procedures
- Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics
- Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development, and sharing industry knowledge
- Complete a training program and accept potential transfer or geographic relocation within the assigned region
Requirements
- High School diploma and/or 1+ years of relevant experience
- Investment Funds Canada (IFC) or equivalent within 90 days of start date
- Post-Secondary or Undergraduate degree in a related field preferred
- Proficiency in MS Office (Word, Excel and Outlook), branch software, and internet
- Knowledge of banking solutions and processes to advise customers
- Strong administration, organizational, planning, and time management skills
- Ability to work independently in a dynamic work environment and handle several tasks and changing priorities
- Robust verbal and written customer communication skills
- Customer experience skills
- Willingness and ability to be mobile within the Assigned District, including potential geographic relocation within the assigned region
- Ability to comply with provincial employment regulations
Core Competencies
Demonstrates expertise in customer engagement and problem resolution within banking solutions, while ensuring compliance with regulations and promoting operational excellence. Proficient in digital banking education and effective communication to enhance customer experience.