Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures
Provide sound advice with every customer interaction, contributing to an exceptional customer experience
Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions
Improve customer financial confidence through ongoing dialogue and by answering questions
Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs
Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances