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Customer Banking Specialist 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 offering equitable and fair compensation opportunities to all employees. The salary range for this position considers various factors that influence compensation decisions, including candidate skills, experience, job-related knowledge, and geographic location. It is common for new hires to start below the maximum range for their role.

As a candidate, you are encouraged to engage in discussions regarding compensation with your recruiter for more specific details about this role.

Department:
Personal & Commercial Banking
Job Overview:

The Customer Banking Specialist II Float serves as a vital link between the bank and its customers, embodying TD's commitment to exceptional service by leveraging financial knowledge and providing consultative support to clients regarding their banking needs. This role plays a crucial part in achieving business goals by identifying suitable TD solutions that assist customers in reaching their financial objectives and enhancing their relationship with the bank. The position requires flexibility to work across various locations.

Key Responsibilities:
  • Acts as a knowledgeable resource for both customers and colleagues concerning all TD products, services, policies, and procedures, particularly in personal and business banking.
  • Possesses a comprehensive understanding of the full range of products and services, characterized by moderate complexity and risk.
  • Recommends products based on customer needs and emphasizes features and benefits that support customers during challenging times, saving them time and money.
  • Utilizes Customer Relationship Management tools to proactively assess customer needs and lead targeted sales activities.
  • Evaluates issues and problems based on established practices and precedents.
  • Communicates complex information clearly within the team.
  • Builds strong relationships with customers and collaborates with related teams.
  • Requires proficiency gained through job-related training to perform a variety of tasks.
  • Engages in customer outreach and advisory activities to fulfill our commitment to exceptional service.
  • Facilitates conversations with customers regarding loan products and assists with application processes.
  • Maintains active registration status with the Nationwide Mortgage Licensing System (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.
  • Demonstrates agility, teamwork, and adaptability to various environments.
  • Must be able to travel to multiple 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 work independently while meeting deadlines.
  • Proficient in Microsoft Office.
  • Ability to provide community services, including financial education sessions.
  • Notary License preferred.
Customer Engagement:
  • Delivers an exceptional customer experience by assisting clients, building relationships, and providing service and advice.
  • Supports the bank's customer service strategy by delivering comprehensive advice, building trust through educational content, and providing proactive insights.
  • Acts as an advocate for customers, offering resolutions and tips to save time and money.
  • Consistently demonstrates behaviors that contribute to a legendary customer experience through effective problem resolution and sound advice.
  • Establishes and nurtures customer relationships by showcasing product knowledge and actively listening to customer needs.
  • Utilizes customer relationship management tools to gather insights and enhance the customer journey.
  • Leads lobby engagement by managing customer flow and addressing initial 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 and procedures.
  • Understands and supports the bank's customer service strategy.
  • Considers the impact of decisions on the bank, its customers, and stakeholders.
  • Provides exceptional service to internal partners, vendors, 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 client transaction needs and educates them on self-service channels.
  • Personalizes each banking interaction to enhance customer experience.
  • Delivers comprehensive advice to customers, providing tools for effective financial management.
Accountabilities:
  • Promotes the full range of products and services offered by the bank.
  • Applies operating policies and procedures effectively.
  • Ensures timely and accurate completion of business processes.
  • Escalates non-standard or high-risk transactions as necessary.
  • Ensures documentation is accurate and reflects client intentions in compliance with regulations.
  • Conducts due diligence to ensure the accuracy of customer transactions.
  • Familiar with and adheres to the Bank Code of Conduct.
  • Contributes to operational excellence by understanding accountability in maintaining a sound location.
  • Executes tasks with precision by following all risk and control policies.
Team Collaboration:
  • Actively participates as a team member, fostering a positive work environment focused on service, quality, and innovation.
  • Enhances knowledge and expertise within the team and shares insights.
  • Engages in personal performance management and development activities.
  • Keeps team members informed about project status and relevant information.
  • Contributes to a fair and equitable workplace that supports diversity.
  • Acts as a brand ambassador for the bank.
  • Utilizes feedback to improve performance.
  • Builds relationships with partner bankers for effective referrals.
  • Collaborates with team members to achieve organizational success.
  • Seeks opportunities to enhance work delivery with a focus on quality.
  • Takes ownership of career development and seeks diverse feedback.
  • Embraces change positively.
  • Adheres to the bank's shared commitments and code of conduct.
  • Contributes to a unique, inclusive culture that reflects the bank's diversity agenda.
Physical Requirements:

  • Domestic Travel - Continuous
  • International Travel - Never
  • Sitting - Continuous
  • Standing - Occasional
  • Walking - Occasional
  • Responding quickly to sounds - Occasional
  • Performing sedentary work - Continuous
  • Performing multiple tasks - Continuous
  • Operating standard office equipment - Continuous
  • Concentrating for long periods - Continuous
  • Reading, writing, and comprehending instructions - Continuous

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not exhaustive and do not encompass all responsibilities and skills required.

About TD Bank Group:
TD Bank Group is a leading global financial institution and the fifth largest bank in North America by branches. We deliver exceptional customer experiences to millions of households and businesses across Canada, the United States, and beyond. With over 95,000 employees, we are committed to enriching the lives of our customers, communities, and colleagues. We prioritize customer experience and believe that every employee plays a role in delivering this promise. As we grow and innovate, we support our employees in achieving their career aspirations through mentorship, training, and development opportunities.

Our Total Rewards Package:
Our Total Rewards package reflects our commitment to the well-being of our employees and their families, including competitive salary, health benefits, retirement programs, and opportunities for career development.

Colleague Development:
We are dedicated to supporting your career growth through regular development conversations, training programs, and access to various resources to help you succeed.

Training & Onboarding:
We provide comprehensive training and onboarding to ensure you have the tools needed for success in your role.

Interview Process:
We communicate with candidates of interest to schedule interviews and strive to keep all applicants informed of their application status.

Accommodation:
If you require accommodations during the application process, please reach out to our Workplace Accommodations Program.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.