Jobs · Finance · Pennsylvania

Relationship Banker I/Center City (19th & Market)

TD · Philadelphia, PA · 1 mo ago
On-siteFinance$22.5–$29/hrFull-time

About the role

This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD.

Responsibilities

  • Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience
  • Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
  • Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs
  • Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities
  • Independently resolves customer issues, errors and problems, escalating when necessary
  • Builds working relationships with customers and explains detailed and/or complicated information
  • Engages in conversations with customers about loan products, facilitates the application intake
  • May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
  • Recognizes transaction needs and educates clients on self-service channels including digital options
  • Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
  • Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately
  • May act as a point of escalation for Customer questions or concerns

Requirements

  • HS Diploma or GED
  • 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: volunteering, education, military experience preferred
  • Must be able to complete teller training upon hire to take customer transactions
  • Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
  • Notary License (Preferred)

Skills

  • Demonstrated ability to engage in customer conversations while educating them on products and services
  • Demonstrated organization skills to handle multiple tasks in a fast-paced environment
  • Excellent communication skills with ability to be concise, clear and consistent
  • Demonstrated ability to schedule and prioritize work
  • Demonstrated ability to work independently and within deadlines
  • Sound judgment in decision making and effective problem solving
  • Proficient in Microsoft Office

Pay

$22.50 - $29.00 USD. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Schedule

40 hours per week in Philadelphia, Pennsylvania.

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