Banking Professional

3 weeks ago


Sanford, Florida, United States TD Bank Group Full time
Job Summary

We are seeking a highly motivated Banking Professional - Customer Service Representative to join our team at TD Bank Group. As a key member of our team, you will be responsible for delivering exceptional customer experiences and providing expert advice on banking products and services.

Key Responsibilities
  • Accurately complete everyday banking transactions and provide advice on services, products, and tools to help customers achieve their financial goals.
  • Process customer transactions, open new accounts, and educate customers on all banking products and services.
  • Deliver end-to-end advice customers expect by building trust with educational content & tools, providing consultative support, and advocating with proactive insights & recommendations.
  • Utilize TD's systems and tools to engage with customers, acquire, and deepen relationships by providing advice and guidance to attract and retain customers.
  • Understand customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
  • Accurately complete everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services, and tools or referring to the appropriate expert.
  • Service customers on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile, and online (digital) banking.
  • Connect with customers, provide financial advice, and deepen relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization.
Requirements
  • High school diploma or GED.
  • 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred.
  • Demonstrated Customer Service skills preferred.
  • Ability to work during operating hours to include evenings, weekends, and holidays as scheduled.
  • Teller experience preferred.
  • Required to complete Teller training and part 1 of platform training upon hire.
  • Strong organization skills to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills with the ability to be concise, clear, and consistent.
  • Demonstrated effective problem-solving skills.
  • Demonstrated ability to schedule and prioritize work.
  • Demonstrated ability to work independently and within deadlines.
  • Sound judgment in decision making and problem-solving.
  • Proficient in Microsoft Office.
  • Notary License preferred.
Compensation and Benefits

We offer a competitive salary range of $27.00 USD per hour, with opportunities for growth and advancement. Our Total Rewards package includes health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Why Work with Us?

We are a leading global financial institution committed to providing legendary customer experiences. Our team of over 95,000 colleagues is passionate about enriching the lives of our customers, communities, and colleagues. We are guided by our vision to Be the Better Bank and our purpose to deliver exceptional customer experiences.


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