Jobs · Finance · New York

Relationship Banker I Full Time Preferred Language Korean (Flushing/Murry Hill)

TD · Queens, New York, United States · 1 mo ago
On-siteFinance$24.25–$32.5/hrFull-time

About the Role

The Relationship Banker I is a customer liaison integral to delivering TD’s brand promise by utilizing financial expertise and consultative advice to assist customers with their banking solutions/needs. This role contributes to business growth by identifying TD solutions that help customers achieve their financial goals and optimize their relationship with TD.

Responsibilities

  • Proficient in products, services, and routine transactions to educate customers and refer them to appropriate team members or internal partners while ensuring a positive customer experience.
  • Establish and nurture customer relationships by displaying product knowledge, actively listening to customer needs, and identifying additional needs to offer solutions or referrals.
  • Make product recommendations based on customer needs, highlighting features and benefits that support customers through life events, save time and money, and exceed their needs.
  • Utilize customer relationship management tools to proactively assess customer needs, identify solutions, and lead outbound sales activities.
  • Independently resolve customer issues, errors, and problems, escalating when necessary.
  • Engage in customer outreach, servicing, and advice activities to deliver a legendary customer experience.
  • Facilitate loan product conversations and application intake, maintaining an active NMLS registration.
  • Perform teller transactions, including check cashing, deposits, transfers, and withdrawals, while adhering to operational policies and fraud mitigation.
  • Educate customers on self-service options and digital channels.
  • Ensure compliance with company guidelines, regulations (e.g., Bank Secrecy Act, Patriot Act), and TD’s risk framework.
  • Contribute to a positive work environment, collaborate with team members, and act as a brand ambassador.

Requirements

  • HS Diploma or GED.
  • 1+ years’ experience in customer service or sales (volunteering, education, military experience considered).
  • Teller experience preferred.
  • Must complete teller training upon hire.
  • Demonstrated ability to engage customers, educate on products, and manage multiple tasks in a fast-paced environment.
  • Excellent communication, organization, and problem-solving skills.
  • Proficient in Microsoft Office.
  • Notary License preferred.
  • Must maintain NMLS registration and comply with SAFE Act and Regulation Z requirements.
  • Satisfactory results on background and credit checks.

Qualifications

  • Broad knowledge of banking products, services, and processes.
  • Ability to work independently, prioritize tasks, and meet deadlines.
  • Sound judgment and effective decision-making skills.
  • Commitment to TD’s brand, culture, and diversity agenda.

Physical Requirements

  • Continuous: Sedentary work, operating office equipment, concentrating, applying common sense, reading/writing, basic math.
  • Frequent: Sitting, standing.
  • Occasional: Walking, lifting/carrying (under 25 lbs.), squatting, bending, kneeling, reaching, pushing, pulling, twisting.

Work Location

Flushing, New York, United States of America

Hours

40

Pay

$24.25 - $32.50 USD

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