TDPersonal Banking Associate
Nov. 2020 - May. 2021Toronto, Ontario, Canada- Maintain a solid working knowledge and understanding of all products and services we offer and keeps up to date with procedural changes including new accounts, loans, credit products and investments.
- Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- lobby leader, assisting in conducting client conversations about banking services to recommend alternative banking channels, provide personal banking and investment advice.
- Supports operational activities such as inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities.
- Contributes to meeting branch business results and the customer experience.