Client Relationship Banking Specialist

TD; Middle Village (NY); On-site; USD 50,000 - 68,000; Full time

Job summary

TD Bank is seeking a Retail Banker I in Middle Village, NY. This role assists customers with banking solutions, educates on TD products, and nurtures relationships to achieve business objectives. Strong communication and sales skills are essential, with teller training provided after hire.

Candidates should have a HS Diploma or GED and at least 1 year of customer or sales experience. Proficiency in Microsoft Office and CRM tools supports proactive outreach and problem resolution, with emphasis

Qualifications

• HS Diploma or GED required.
• 1+ years' experience working with customers and/or sales.
• Excellent communication skills with ability to be concise, clear and consistent.
• Demonstrated organization skills to handle multiple tasks in a fast-paced environment.
• Must be able to complete teller training upon hire.

Responsibilities

• Educate customers on TD products and services and refer to appropriate team members.
• Build customer relationships by understanding needs and offering solutions.
• Lead-focused outbound sales activities and use CRM tools for assessments.
• Resolve customer issues independently and escalate when necessary.
• Provide end-to-end advice to deliver a legendary customer experience.

Skills

Customer service

Sales experience

Excellent communication

MS Office

Notary License (Preferred)

Education

HS Diploma or GED

Tools

Microsoft Office

Job description

TD Bank is seeking a Retail Banker I in Middle Village, NY. This role assists customers with banking solutions, educates on TD products, and nurtures relationships to achieve business objectives. Strong communication and sales skills are essential, with teller training provided after hire.

Candidates should have a HS Diploma or GED and at least 1 year of customer or sales experience. Proficiency in Microsoft Office and CRM tools supports proactive outreach and problem resolution, with emphasis