Financial Service Representative .pdf

Nom original: Financial Service Representative.pdf
Auteur: Ward, Nathan

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Financial Service Representative

TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more
than 11 million customers nationally, TD Canada Trust provides a full range of financial products and
services through its branch banking network, telephone, internet banking, and ‘TD Green Machine’
automated banking machines.
Job Description
The Financial Services Representative understands customers’ banking needs and provides appropriate
financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all
banking products and services to create a legendary customer experience. This role will contribute to the
growth of the business by developing and deepening the new and existing customer relationships and will be
responsible for meeting and exceeding specific, individual and team based business goals. The Financial
Services Representative reports to the Branch Manager, Manager Financial Services or Manager Customer
Service & Sales.
Job Requirements

Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self
serve areas of the branch with the goal to deliver a legendary customer experiences and create a
positive “First Impression’” by greeting and engaging them in a range of sales, service and
informational conversations

Provide sound advice at every customer interaction to create a positive customer experience

Ensure customer problems are handled appropriately, escalating issues when necessary

Ensure the customer area is professional and inviting in appearance

Develop and Manage the Team/ Teamwork

Contribute to a positive working environment

Actively participate in the performance management process

Meet professional/personal development objectives by utilizing learning maps and external courses
as required

Engage in and complete all internal training requirements for your role

Actively participate in regular meetings and coaching sessions

Business Results

Engage customers in conversation to understand and meet their current and future financial needs
by proactively providing them with advice and appropriate products and services

Contribute to the achievement of branch business objectives by meeting or exceeding individual
sales goals

Identify and refer customers to team members and internal Bank partners as appropriate

Internal Practices & Processes

Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance,
audit and ROA visits, mutual fund compliance, credit compliance and non credit losses.

Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws
and regulations

Understand and apply bank/branch operating policies and procedures – including assisting with the
branch opening and closing procedures on a rotational basis

Ensure necessary due diligence is taken to support the accuracy of all customer transactions

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