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 & referral goals;
Understand and meet the needs of customers by providing them with advice on appropriate products and services, and/or identify sales opportunities and refer customers to appropriate team members or TD partners;
Contribute to the timely and accurate completion of branch administration work.