Financial Advisor II

7 days ago


Great Falls, Virginia, United States TD Bank Group Full time

**Job Summary:**

TD Bank Group is seeking a highly skilled Financial Advisor II to join our team. As a key member of our retail banking team, you will play a critical role in delivering exceptional customer service and financial expertise to our clients.

The ideal candidate will have 2+ years of experience working with customers and/or sales in any capacity, including teller experience (preferred). You will be responsible for building strong relationships with customers, providing consultative support, and recommending financial solutions that meet their needs.

Key Responsibilities:

  • Acts as a subject matter expert in personal and business banking products and services.
  • Makes product recommendations based on customer needs and highlights features and benefits.
  • Evaluates issues, errors, and problems, and independently resolves customer problems escalating when necessary.
  • Provides excellent customer service, actively listening to customer needs and engaging in additional conversation to identify additional needs and offer solutions or partner referrals.

Requirements:

  • High School Diploma or GED required; 2-year degree preferred.
  • 2+ years of related experience working with customers and/or sales in any capacity.
  • Teller experience (Preferred).
  • Cross-trained to take customer transactions upon hire.
  • Superior customer service skills.
  • Strong organization skills to handle multiple tasks in a fast-paced environment.

Additional Responsibilities:

  • Delivers Legendary Experience by helping customers, building relationships, delivering service, and advice to TD customers.
  • Understands and supports the Bank's Customer Service Strategy.
  • Serves as a customer advocate in providing customer resolution, proactive tips, and insights on saving time and money.

Salary: $65,000 - $80,000 per year, depending on experience.



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