Relationship Banker I - Levittown, PA (Full Time)

TD Bank; Fallsington (Bucks County); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank in Fairless Hills, PA is hiring for a customer service/sales associate to educate customers on banking products and refer to specialists as needed.

You will handle transactions, support daily store operations, and engage customers in a fast-paced environment. Candidates should have a HS diploma, 1+ year of customer-facing experience, and strong communication; teller training is provided on hire, with notary preferred.

Qualifications

• HS Diploma or GED required; strong communication and organizational skills.
• 1+ year experience in customer service or sales; ability to educate customers.
• Teller experience preferred; ability to handle transactions and cash handling.
• Notary License preferred; willingness to complete teller training on hire.

Responsibilities

• Identify opportunities to educate customers on bank products and services.
• Establish and nurture customer relationships with product knowledge.
• Make product recommendations that meet customer needs and save time/money.
• Utilize CRM tools to identify customer solutions and outbound sales opportunities.
• Resolve customer issues and escalate when necessary.

Skills

Customer service

Sales experience

Communication

Relationship building

Time management

Education

HS Diploma or GED

1+ years experience in customer service or sales

Teller experience preferred

Notary License (Preferred)

Tools

Microsoft Office

Job description

Work Location

Fairless Hills, Pennsylvania, United States of America

Hours

40

Pay Details

$22.50 - $29.00 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business

Personal & Commercial Banking Job Description:

Depth & Scope

• Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience


• Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk


• Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral


• Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs


• Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities


• Independently resolves customer issues, errors and problems, escalating when necessary


• Builds working relationships with customers and explains detailed and/or complicated information.


• Requires full proficiency gained through job related training to perform a range of activities


• Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise


• Engages in conversations with customers about loan products, facilitates the application intake

Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Education & Experience

• HS Diploma or GED


• 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: 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)

Customer Accountabilities

• 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 c