Karen Bharath

.Performing daily banking transactions while engaging customers in advise conversations, digital education , as well as resolving customer issues.

. Process day to day banking needs while following standardized operating procedures, industry regulations and TD's code of conduct and Ethics.

. Establishing personal connections with customers to provide clear guidance on banking solutions and process. Contributing to a positive , diverse, and equitable work environment by fostering team effectiveness and engaging in personal performance developments.

Additional Role:

. Secure desk operator: Open and close

. Mentoring and training new hires CEA's

. Balancing GL, filing, ordering supplies

.Handling my administrative work in a timely manner

. Premises check list

. Processing financial transactions, including deposits, withdrawals, and bill payments, in strict adherence to standardized operating procedures, industry regulations, and TD's Code of Ethics

. Analyzing and assessing customer requirement to propose tailored solutions with a focus on discretions in handling confidential matters.

. Achieving assigned goals and business objective by promoting banking solutions and completing business processes in a timely and accurate manner.

Additional Roles:

. Secure desk operator: Open/CLose

. Train new CEA's

. Filing

. Lobby Leadership