Job Description:

Provides service and / or sales support on a broad range of banking products and / or solutions to existing / prospective TD customers and/or partners. This role contributes to the growth of the business by developing and deepening new / existing relationships. 

 

 Job Responsibilities:

• Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of customer/partner life cycle needs.

• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations.

• Contribute to the achievement of business objectives by identifying sales opportunities and referrals, enabling business growth.

• Identify cross-sell opportunities and/or refer customers/partners to internal Bank partners.

• Be knowledgeable of and comply with Bank Code of Conduct.

• Offer comprehensive product knowledge and/or guidance as it relates to their respective business area.

• Contribute to a fair, positive and equitable environment that supports a diverse workforce.

• Escalate non-standard or high-risk transactions / activities as necessary.

• Provide courteous, efficient, and professional customer service to ensure inquiries, sales, and/or issues are managed promptly and effectively under all conditions.

• Engage customers / partners in conversation to understand and meet their current and future products and service needs by proactively providing them with information / guidance.

• Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities.

• Support and participate in process improvement opportunities.

• Ensure necessary due diligence to support the accuracy of all customer transactions / activities.

• Contribute to business objectives for Operational Excellence.

• Promote full suite of products, sales, services and banking capabilities.

• May identify cross-sell opportunities and/or refer customers/partners to internal Bank partners.

• Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary.

• Understand and apply operating policies and procedures.

• Support the timely and accurate completion of business processes and procedures.

• Act as a brand champion for your business area/function and the bank, both internally and/or externally.

• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit.

• Participate in personal performance management and development activities, including cross training within own team.

• Participate 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 interest.

Job Requirements:

Qualification & Experience:

• Provide exceptional inbound and/or outbound service and/or sales support to customers/partners on a range of moderately complex financial products and services.

• Provides recommendations and guidance to customers and / or internal partners.

• Requires full proficiency gained through job related training to perform a range of activities.

• High School diploma, Undergraduate degree.

• Impacts the quality, timeliness and effectiveness of the sales team or services provided to customers.

• Requires a broad knowledge and understanding of the full product suite, services and processes of the business area, and can be characterized as low to moderate in complexity/risk.

• Requires developed knowledge and skills to offer service and sales advice for a range of product and services.

• Explains detailed and/or complicated information within the team; builds working relationships with customers and related teams.

• Generally reports to a Team Manager.

• 1+years of relevant experience.

• Suggests improvements to work practices and sales or customer service processes to achieve results or improve efficiency of the sales team.

• Understands how the team integrates with others to accomplish business objectives.

• Identifies and resolves issues within discretion and authority on processes, transactions or escalates internally as required.

• Provides solutions to problems in customer situations that are atypical or infrequent, or not covered by stated processes.

 

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J.