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Td Waterhouse

Relationship Banker I - Levittown, PA (Full Time)

fairless hills, PA

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Job description

Retail Banker IThe Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD.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 experienceRequires 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/riskEstablishes 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 referralMakes 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 needsUtilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activitiesIndependently resolves customer issues, errors and problems, escalating when necessaryBuilds working relationships with customers and explains detailed and/or complicated information.Requires full proficiency gained through job related training to perform a range of activitiesParticipates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promiseEngages in conversations with customers about loan products, facilitates the application intakeMust maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)Education & Experience:HS Diploma or GED1+ 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 preferredMust be able to complete teller training upon hire to take customer transactionsDemonstrated ability to engage in customer conversations while educating them on products and services preferredDemonstrated organization skills to handle multiple tasks in a fast-paced environmentExcellent communication skills with ability to be concise, clear and consistentDemonstrated ability to schedule and prioritize workDemonstrated ability to work independently and within deadlinesSound judgment in decision making and effective problem solvingProficient in Microsoft OfficeNotary License (Preferred)

Worksite address

fairless hills, PA, 19030, US

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