Sonia Pontes

Supervise the Store on day to day activities to ensure store runs operationally sound.

Coach colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experiences.

Manage Store when Store manager or Assistant Store manager are away.

Provide day-to-day team leadership and work direction to ensure effective and efficient delivery of personalized service and advice activities or solutions while maintaining compliance and regulatory guidelines.

Monitors workflow for the teller team and platform, prioritizing tasks and delegating duties and responsibilities.

Engages in conversations with customers about Fit loans, Montages and HELOC.

Leads, develops and coaches the team on delivering effective Customer service, product, advice conversations and/or advice-giving service.

Daily tasks- Open personal and/or business accounts, run the vault, process ATM, monthly audits such as official checks and money orders/teller boxes, manage schedules through TD my time, do off-cashes report, complete all required learning modules.

Held daily huddles to coach employees on new or existing policies or procedures.

Evaluated employees performance and offered recommendations for improvement to enhance operations efficiency.

Assist team on bump up question.

Assist Manager on coaching and develop team.

Prepare Store for audits by making sure everyone knew all answers to the questions on the surprise audit day.

Provided ongoing feedback, coaching and input on performance reviews.

Helped customers on the teller line cash checks, made deposits and assisted with any help they had.

Assisted Store with all operational needs.

Responded to customer requests for products, services, and company information.

Exhibited high energy and professionalism when dealing with customers and staff.

Opened personal and business accounts.

Made outbound calls to customers and prospects on current promotions and invite them in to help with their financial goals.