• Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions • Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters • Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking • Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management • Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence • Participate in the timely and accurate completion of business processes and procedures • Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics • Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives

• Owns all assigned expanded projects spanning all client types, ensuring they meet company standards, client needs, and agreed scope, timeline, and budget • Takes full responsibility for each project’s success by driving effective planning, coordination, communication, and execution from start to finish • Leads or joins project kickoff meetings to confirm requirements, check assumptions, and ensure everyone understands goals, deliverables, and success criteria • Sets and communicates daily priorities for team members to keep work focused on project goals and deadlines • Responds quickly and professionally to client communications to maintain strong relationships and high client satisfaction throughout the project • Tracks project progress, spots risks or issues early, and escalates concerns to stakeholders to protect quality and timelines • Reviews project plans, designs, and deliverables for quality and accuracy before sharing them with internal or client stakeholders

• Executive support: organize Tom’s travel and logistics for events, seminars, and client meetings. • HR & Recruitment: manage the end-to-end recruitment process. • Events & Trade Shows: operational coordination of our presence at events and organization of team seminars. • Finance backup (5–10 hours/week): issue client invoices and follow up on payment reminders. • Marketing & Brand Support: help develop the agency’s brand and support content creation. • Sales Operations: maintain the CRM and respond to incoming emails. • Project & Ad-hoc Support: execute occasional projects as needed.

• Support the full customer lifecycle—from pre-sales assessment through deployment, training, adoption, and post-sales expansion. • Help deliver successful deployments, train hospital staff, analyze utilization, and assist in identifying new opportunities for workflow automation. • Support project managers in executing deployment plans and tracking progress. • Assist with on-site robot setup, route mapping, testing, and configuration. • Prepare documentation, schedules, and resource plans for go-live activities. • Monitor early usage, gather feedback, and help customers reach stable adoption. • Track utilization metrics, delivery volumes, and customer feedback.