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