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customer service representative - insurance
Title posted on CareerBeacon - Personal Banker - Future Opportunities
Posted on October 30, 2024 by Employer details TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:CUSTOMERAct as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/proceduresProvide sound advice with every customer interaction, contributing to an exceptional customer experienceUse ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questionsImprove customer financial confidence through ongoing dialogue and by answering questionsEngage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needsProvide total financial reviews and provide appropriate recommendations based on the customer's personal circumstancesEnsure customer issues are resolved in an accurate and efficient manner, escalating issues where necessaryPossess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendationsAssist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the personal banker occupiesSupport the frontline with transactions, as necessaryMay act as a point of escalation and support for the frontline and advice colleagues, ensuring customer problems are handled appropriately, when requiredSHAREHOLDERContribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to increase profitability and enable business growthPromote and offer full suite of products, advice, services and banking capabilitiesContribute to business objectives for Operational ExcellenceSupport the timely and accurate completion of business processes and proceduresProtect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessaryEnsure documentation that is prepared / completed is accurate and properly reflects customer / business intentions and is consistent with relevant rules / regulationsIdentify, suggest and actively participate in process improvement opportunitiesEnsure necessary due diligence to support the accuracy of all transactions / activitiesKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteAssume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit; demonstrate ability and commitment towards reaching expert level within roleKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContribute to the success of the team- LocationWetaskiwin, AB
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2117550
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