Relationship Banker: Personal Banking Advisor

TD Bank

Jackson (NJ)

On-site

USD 31,000 - 40,000

Full time

5 days ago
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Job summary

TD Bank in Jackson, New Jersey, is seeking a Retail Banker I to serve as a customer liaison delivering brand promise through financial expertise and consultative advice. You will assist customers with banking solutions, educate on products, and refer to specialists to grow relationships.

The role emphasizes building trust, handling routine transactions, and identifying opportunities to help customers achieve financial goals while delivering a Legendary TD experience in a fast-paced branch

Qualifications

  • HS Diploma or GED required.
  • 1+ years' experience working with customers and/or sales.
  • Teller experience preferred.
  • Must be able to complete teller training upon hire.
  • 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.

Skills

Customer service
Sales
Communication

Education

HS Diploma or GED
Notary License (Preferred)

Tools

Microsoft Office

Job description

TD Bank in Jackson, New Jersey, is seeking a Retail Banker I to serve as a customer liaison delivering brand promise through financial expertise and consultative advice. You will assist customers with banking solutions, educate on products, and refer to specialists to grow relationships.

The role emphasizes building trust, handling routine transactions, and identifying opportunities to help customers achieve financial goals while delivering a Legendary TD experience in a fast-paced branch

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