Banking Concierge & Client Advisor

TD; Ocala (FL); Vor Ort; USD 30.000 - 38.000; Vollzeit

Zusammenfassung

TD in Ocala, FL is seeking a Customer Service Professional to provide everyday banking support and build relationships with clients. You will open and maintain basic consumer accounts, process transactions, and connect customers with the right TD partners while upholding risk and regulatory standards.

The role emphasizes hospitality, accuracy, and clear communication. You will handle client inquiries, schedule appointments, and contribute to a high-touch experience at the financial center,

Qualifikationen

• High school diploma or GED required.
• 1+ years experience with client interactions.
• Teller or cash-handling experience preferred.
• Ability to work evenings, weekends and holidays.
• Complete required job-related training on hire.
• Strong organization and communication skills.
• Demonstrated problem-solving and prioritization abilities.
• Proficient in Microsoft Office.

Aufgaben

• Manage client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
• Deliver hospitality and a consistent, relationship-driven client experience.
• Create personalized, client-first interactions to build trust.
• Educate clients on banking products and digital capabilities and connect to specialists as needed.
• Schedule appointments for consumer account needs and deepen opportunities.
• Balance client needs with policy adherence and risk awareness for compliant outcomes.
• Advocate for clients with empathy and integrity.

Kenntnisse

Strong organization skills

Excellent communication skills

Problem-solving

Time management

Independent work

Customer service orientation

Ausbildung

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Jobbeschreibung

TD in Ocala, FL is seeking a Customer Service Professional to provide everyday banking support and build relationships with clients. You will open and maintain basic consumer accounts, process transactions, and connect customers with the right TD partners while upholding risk and regulatory standards.

The role emphasizes hospitality, accuracy, and clear communication. You will handle client inquiries, schedule appointments, and contribute to a high-touch experience at the financial center,