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Customer Relationship Banker II

2 months ago

Bensalem, Pennsylvania, United States TD Bank Group Full time
Work Location:
Multiple Locations

Hours:
40 hours per week

Compensation:
$32.75 USD per hour

TD Bank Group is dedicated to ensuring equitable compensation for all employees. The salary range for this position considers various factors, including the candidate's experience, skills, and geographic location. As part of our commitment to career growth, it is uncommon for new hires to start at the upper end of the salary range.

Business Unit:
Personal & Commercial Banking
Position Overview:

The Customer Relationship Banker II Float serves as a vital connection between TD Bank and its customers, embodying the brand's promise through financial expertise and personalized advice. This role is crucial in achieving business goals by identifying suitable TD solutions that assist customers in reaching their financial objectives and enhancing their banking relationship. The position requires flexibility to operate across various locations.

Key Responsibilities:
  • Acts as a knowledgeable resource for customers and colleagues regarding TD's full range of products, services, policies, and procedures, particularly in personal and business banking.
  • Possesses a comprehensive understanding of the product suite and services, characterized by moderate complexity and risk.
  • Recommends products tailored to customer needs, emphasizing features and benefits that provide support during significant life events.
  • Utilizes Customer Relationship Management tools to assess customer needs proactively and lead sales initiatives.
  • Analyzes issues and problems based on established practices and precedents.
  • Communicates complex information clearly within the team.
  • Builds strong relationships with customers and internal teams.
  • Requires proficiency gained through relevant training to perform a variety of tasks.
  • Engages in customer outreach and advisory activities to fulfill our commitment to exceptional service.
  • Facilitates discussions with customers regarding loan products and assists with application processes.
  • Maintains active registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
Qualifications:
  • High School Diploma or GED required; Associate's degree preferred.
  • Minimum of 2 years of relevant experience required.
  • Preferred experience in a teller role.
  • Cross-trained to handle customer transactions.
  • Requires adaptability, teamwork, and flexibility to work in diverse environments.
  • Must be able to travel to various work locations within a designated area.
  • Exceptional customer service skills.
  • Strong organizational abilities to manage multiple tasks in a fast-paced setting.
  • Excellent communication skills, ensuring clarity and consistency.
  • Proven problem-solving capabilities.
  • Ability to prioritize and manage time effectively.
  • Proficient in Microsoft Office applications.
  • Ability to provide community services, including financial education sessions.
  • Notary License preferred.
Customer Engagement:
  • Delivers exceptional customer experiences by assisting clients, fostering relationships, and providing insightful advice.
  • Supports the Bank's customer service strategy by delivering comprehensive advice that builds trust through educational resources.
  • Acts as an advocate for customers, offering proactive solutions to enhance their banking experience.
  • Ensures a legendary customer experience through effective problem resolution and sound financial advice.
  • Establishes and nurtures customer relationships by demonstrating product knowledge and actively listening to customer needs.
  • Utilizes customer relationship management tools to gather insights for a more personalized customer journey.
  • Leads customer interactions in the lobby, welcoming them and guiding them to meet their needs.
  • Educates customers on self-service banking options that align with their preferences.
  • May serve as a point of escalation for customer inquiries or concerns.
  • May perform various teller transactions while adhering to operational policies.
  • Considers the impact of decisions on the well-being of TD Bank and its stakeholders.
  • Delivers high-quality service to internal partners and customers.
  • Enhances customer financial confidence by sharing knowledge to help them achieve their financial goals.
  • Acts as a brand ambassador, promoting customer service initiatives.
  • Recognizes customer transaction needs and educates them on self-service channels.
  • Transforms each banking interaction into a personalized experience.
  • Provides comprehensive financial management advice and insights to customers.
Team Collaboration:
  • Contributes positively to the team environment, promoting quality and innovation.
  • Enhances knowledge and expertise within the team and participates in knowledge sharing.
  • Engages in personal performance management and development activities.
  • Communicates project status and relevant information to team members.
  • Supports a diverse workforce and fosters an inclusive environment.
  • Acts as a brand ambassador for TD Bank.
  • Seeks opportunities for continuous improvement in work delivery.
  • Takes ownership of career development and seeks feedback for growth.
  • Embraces change positively.
  • Adheres to TD's commitments and code of conduct.
  • Contributes to a unique, inclusive culture that reflects TD's diversity agenda.
Physical Requirements:
  • Domestic Travel - Continuous
  • International Travel - Never
  • Sitting - Continuous
  • Standing - Occasional
  • Walking - Occasional
  • Performing sedentary work - Continuous
  • Responding quickly to sounds - Occasional
  • Reading, writing, and comprehending instructions - Continuous
TD Bank Group is one of the leading financial institutions globally, serving millions of customers across North America. We are committed to providing exceptional customer experiences and fostering a supportive environment for our employees. Our Total Rewards package reflects our investment in our colleagues' well-being, including competitive salaries, health benefits, and career development opportunities. We are dedicated to helping our employees thrive both professionally and personally.