Bilingual Relationship Banker (Spanish Preferred)

TD; Philadelphia (Philadelphia County); Presencial; USD 31 000 - 40 000; Tempo integral

Resumo da oferta

TD Bank in Philadelphia, PA is seeking a customer-focused Banking Associate to drive client acquisition in-branch and support customers with personalized financial solutions. You will engage clients, recommend TD products, and manage documentation while adhering to risk and regulatory standards.

The role emphasizes relationship-building, product knowledge, and a strong service mindset to help clients achieve their financial goals within a fast-paced banking environment.

Qualificações

• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment
• Demonstrated ability to communicate clearly and effectively with clients and colleagues
• Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
• Notary license (or ability to obtain) preferred

Responsabilidades

• Drives client acquisition at the bank location by engaging clients in person and through outreach
• Delivers personalized solutions and next steps, connecting clients to appropriate products and services
• Maintains accurate documentation and adheres to risk and regulatory requirements
• Educates clients on TD products, services, and digital capabilities to improve financial well-being
• Builds and strengthens client relationships through consistent, personalized interactions

Conhecimentos

Client engagement

Communication

Microsoft Office

Formação académica

High School Diploma or GED

Ferramentas

Microsoft Office

Descrição da oferta de emprego

TD Bank in Philadelphia, PA is seeking a customer-focused Banking Associate to drive client acquisition in-branch and support customers with personalized financial solutions. You will engage clients, recommend TD products, and manage documentation while adhering to risk and regulatory standards.

The role emphasizes relationship-building, product knowledge, and a strong service mindset to help clients achieve their financial goals within a fast-paced banking environment.