- Recognize and ascertain customer needs to recommend solutions tailored to those needs while exercising discretion in confidential matters
- Process financial transactions like deposits, withdrawals, and bill payments in accordance with standard operating procedures, industry regulations, and TD's Code of Conduct and Ethics
- Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
- Connect personally with customers to provide them with appropriate and clear advice on banking solutions and processes
- Support the team by treating coworkers with respect, remaining committed, and keeping everyone informed about the status of routine tasks; Provide excellent customer experiences and suggest operational improvements where there is room to do so in order to advance and achieve operational excellence; As well as encourage customers to products that fit their needs
Understand and define customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters.