Relationship Banker: Client Finance Advisor

TD Bank; Jenkintown (PA); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank in Jenkintown, PA is seeking a Retail Banker I to assist customers with banking solutions and consultative advice, helping customers achieve their financial goals while growing relationships.

You will educate customers on TD products, build trust, and guide them to the right solutions, delivering a Legendary customer experience in a fast-paced store setting. NMLS registration is required to support lending activities.

Qualifications

• HS Diploma or GED
• 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through volunteering, education, military experience preferred.
• Teller experience preferred
• Must be able to complete teller training upon hire to take customer transactions
• Demonstrated ability to engage in customer conversations while educating them on products and services preferred
• Demonstrated organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with ability to be concise, clear and consistent
• Demonstrated ability to schedule and prioritize work
• Demonstrated ability to work independently and within deadlines
• Sound judgment in decision making and effective problem solving
• Proficient in Microsoft Office
• Notary License (Preferred)

Responsibilities

• Delivers Legendary experience by helping customers, building relationships, and delivering service and advice
• Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
• Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money
• Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution
• Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately
• Understands customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs
• May act as a point of escalation for Customer questions or conce

Job description

TD Bank in Jenkintown, PA is seeking a Retail Banker I to assist customers with banking solutions and consultative advice, helping customers achieve their financial goals while growing relationships.

You will educate customers on TD products, build trust, and guide them to the right solutions, delivering a Legendary customer experience in a fast-paced store setting. NMLS registration is required to support lending activities.