DirectJobHub
Jobs · Finance · Virginia

Relationship Banker II (Sr.) (King Street Alexandria)

TD · Alexandria, VA · 1 mo ago
On-siteFinance$24.75–$34/hrFull-time

About the role

Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking. Requires a broad knowledge and understanding of the full product suite, services and processes of the business area, and could be characterized by moderate complexity/risk. 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.

Responsibilities

  • 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.
  • Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities.
  • Evaluates issues, errors and problems based on practices and existing precedents or procedures and independently resolves customer problems escalating when necessary.
  • Explains detailed and/or complicated information within the team.
  • Builds working relationships with customers and related teams.
  • Engages in conversations with customers about loan products, facilitates the application intake.
  • Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
  • 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.
  • Acts as a point of escalation for Customer questions or concerns.
  • Engages in lobby leadership by orchestrating Customer flow, warmly welcome, discover initial needs and guides Customer appropriately.
  • Recognizes transaction needs of clients and educates clients on self-service channels including digital options.
  • Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights.

Requirements

  • HS Diploma or GED required; 2 year degree preferred.
  • 2+ years of related experience working with customers and/or sales in any capacity.
  • Teller experience (Preferred).
  • Cross trained to take customer transactions upon hire.
  • Superior Customer Service skills.
  • Strong organization skills to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills with ability to be concise, clear and consistent.
  • Demonstrated effective problem-solving skills.
  • Demonstrated ability to schedule and prioritize work.
  • Demonstrated ability to work independently and within deadlines.
  • Proficient in Microsoft Office.
  • Ability to provide community services, including, but not limited to, Financial Education classes.
  • Notary License (Preferred).

Qualifications

  • Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
  • Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.5102 et seq., and its implementing regulations, 12 CFR Part 1007.
  • Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.

Pay

$24.75 - $34.00 USD per hour. 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. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

Schedule

40 hours per week. Location: Alexandria, Virginia, United States of America.

Similar jobs