Personal Banker

The Toronto-Dominion Bank (Canada); Cranbrook; On-site; CAD 60,000 - 80,000; Full time

Job summary

Ein etabliertes Finanzinstitut sucht einen Relationship Banker I, um Kundenservice und Verkaufsziele zu erreichen. In dieser Rolle bieten Sie Finanzdienstleistungen an, führen Transaktionen durch und entwickeln starke Kundenbeziehungen. Sie arbeiten eng mit verschiedenen Geschäftsbereichen zusammen, um die Wachstumsziele des Banking Centers zu unterstützen. Wenn Sie eine Leidenschaft für den Kundenservice haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die ideale Gelegenheit für Sie.

Qualifications

• Erforderlich: High School Diploma oder GED; bevorzugt: Associate's oder Bachelor's Degree.
• 2-3 Jahre Erfahrung im Kundenservice und im bedarfsorientierten Bankverkauf.

Responsibilities

• Reagieren Sie auf die Bedürfnisse der Kunden und bieten Sie geeignete Finanzprodukte an.
• Führen Sie Routine-Transaktionen wie Einzahlungen und Abhebungen durch.

Skills

Kundenservice

Verkaufskompetenz

Kommunikationsfähigkeiten

Teamarbeit

Education

High School Diploma

Associate's Degree

Bachelor's Degree

Job description

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first, doing whatever we can to help individuals, families, businesses, and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, and Excellence are Webster’s values, which set us apart as a bank and as an employer.

Come join our team, where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

Role Overview

The Relationship Banker I will provide services to Banking Center customers and assist the team in achieving sales, service, and operational goals. This role processes all customer-related financial transactions in accordance with the bank's rules, regulations, and guidelines. Using excellent communication and active listening skills, the Relationship Banker I will learn about customers' financial needs, establish trust, optimize sales opportunities, generate leads, and deliver quality customer service. Additionally, this role involves developing and maintaining strong partnerships with various business segments through collaboration and communication.

Responsibilities

1. Respond to customers' needs in an accurate and timely manner, utilizing available resources and tools.
2. Evaluate clients' needs and offer appropriate financial products and services through needs-based conversations to build and deepen relationships.
3. Perform routine teller transactions such as deposits, withdrawals, check cashing, loan payments, and other transactions.
4. Support segmentation strategies by implementing sales, retention, and other bank initiatives to achieve the Banking Center's growth and profitability objectives.
5. Achieve or exceed individual and team goals in sales, service, and operations.
6. Maintain compliance with federal and state regulations, as well as bank policies and procedures. Meet or exceed branch audit and operations evaluation requirements.

Education, Experience & Skills

1. High school diploma or GED required; Associate's or Bachelor's degree preferred.
2. 2-3 years of customer service and needs-based banking sales experience preferred.
3. Ability to work a flexible and/or rotating schedule, including Saturdays, Sundays, and extended hours. Travel may be required to alternate Banking Centers.
4. Self-starter and highly motivated.
5. Working knowledge of all products and services.
6. Keep current with all systems used for branch transaction processing.
7. Demonstrate strong customer service skills and support teamwork to create a positive working environment.

The estimated salary range for this position is $ to $ USD per hour. Actual salary may vary depending on factors such as knowledge, skills, experience, and location. This position is also eligible for incentive compensation.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.