Personal Banking Specialist II

2 weeks ago

Barrington, Rhode Island, United States TD Bank Full time

Work Location:
United States of America

Hours: 40

Compensation Details:
TD is dedicated to ensuring fair and equitable pay for all employees. The salary range for this position considers various factors that influence compensation decisions.

The actual base salary offered may differ based on the candidate's skills, experience, job-related knowledge, certifications, geographic location, and specific business needs.

At TD, we prioritize career development, making it uncommon for individuals to be hired at or near the top of the salary range for their role.

As a candidate, you are encouraged to discuss compensation-related inquiries openly with your recruiter, who can provide more specific information regarding this position.


Business Division:
Personal and Commercial Banking Services

Position Overview:


The Personal Banking Specialist II serves as a vital customer liaison, essential for fulfilling TD's Brand promise by leveraging financial expertise and consultative guidance to assist Customers with their banking needs.

This role plays a key part in achieving business goals that foster growth by identifying suitable TD solutions that aid Customers in reaching their financial objectives and enhancing their relationship with TD.


Responsibilities & Scope:
Acts as a knowledgeable resource in the branch for both Customers and colleagues concerning all TD products, services, policies, and procedures, particularly in personal and business banking
Requires a comprehensive understanding of the complete product suite, services, and processes of the business area, which may involve moderate complexity/risk
Recommends products based on Customer needs, emphasizing features and benefits that support Customers during challenging times and life events, saving them time and money, and exceeding their expectations
Establishes and fosters Customer relationships by consistently demonstrating product knowledge, actively listening to Customer needs, and engaging in further discussions to identify additional needs and provide solutions or referrals
Utilizes Customer Relationship Management tools to proactively assess Customer needs, identify solutions, and lead focused outbound sales efforts
Evaluates issues, errors, and problems based on established practices and precedents, resolving Customer issues independently while escalating when necessary
Communicates detailed and/or complex information within the team
Builds collaborative relationships with Customers and related teams
Requires full proficiency gained through job-related training to perform a variety of tasks
Participates in Customer outreach, service, and advisory activities to deliver on our commitment to exceptional service
Engages in discussions with Customers about loan products and facilitates the application process
Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Qualifications:
High School Diploma or GED required; Associate's degree preferred
2+ years of relevant experience in customer service and/or sales
Teller experience (Preferred)
Cross-trained to handle customer transactions upon hire
Exceptional Customer Service skills
Strong organizational abilities to manage multiple tasks in a fast-paced environment
Excellent communication skills with the ability to convey information clearly and consistently
Demonstrated effective problem-solving abilities
Proven ability to prioritize and schedule work effectively
Ability to work independently and meet deadlines
Proficient in Microsoft Office
Capability to provide community services, including Financial Education classes
Notary License (Preferred)

Customer Commitments:
Delivers an Exceptional Experience by assisting Customers, building relationships, and providing service and advice to TD Customers
Understands and supports the Bank's Customer Service Strategy; Delivers comprehensive advice to Customers: (1) building trust through educational content & tools, (2) offering consultative support, and (3) advocating for them with proactive insights & recommendations
Acts as a Customer advocate in providing resolutions, proactive tips, and insights on saving time & money
Consistently demonstrates behaviors that deliver an exceptional Customer experience that is genuinely human through effective problem resolution or sound advice that leads to solutions
Engages in lobby leadership by managing Customer flow, warmly welcoming, discovering initial needs, and guiding Customers appropriately
Understands Customer preferences for banking (when and how they want) and educates Customers on self-service options that meet their needs
May serve as a point of escalation for Customer inquiries or concerns
May perform various (teller) transactions including check cashing, deposits, transfers, and withdrawals while monitoring fraud prevention and adhering to established operational policies and procedures
Considers the impact of decisions on the well-being of TD, its Customers, and stakeholders
Provides the highest level of Customer service when interacting with internal partners, vendors, or Customers - aiming to impress at every opportunity
Enhances Customer financial confidence by sharing financial knowledge to help Customers achieve their financial goals
Acts as a brand champion both internally and externally
Supports Customer service initiatives; assisting Customers through challenging times and life events
Recognizes transaction needs of clients and educates them on self-service channels, including digital options
Brings authenticity to each banking interaction, personalizing each experience for every Customer
Delivers comprehensive advice to Customers by providing information and tools for financial management that help them achieve their goals, offering real-time insights

Shareholder Responsibilities:
Ensures compliance with operational activities according to company guidelines and regulations such as the Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Promotes the full range of products, sales, services, and banking capabilities
Understands and applies operating policies and procedures
Supports the timely and accurate completion of business processes and procedures
Escalates non-standard or high-risk transactions/activities as necessary
Ensures that documentation is accurate and reflects client/business intentions, consistent with relevant rules/regulations
Conducts necessary due diligence to support the accuracy of all customer transactions/activities
Knowledgeable of and complies with the Bank Code of Conduct
Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location
Executes with excellence by adhering to all Risk and Control Policies and Procedures

Team Accountabilities:
Actively participates as a team member, fostering a positive work environment that promotes service to the business, quality, innovation, and teamwork, ensuring timely communication of issues/points of interest
Supports the team by continuously enhancing knowledge/expertise in their area and participates in knowledge transfer within the team and business unit
Engages in personal performance management and development activities
Keeps others informed about the status/progress of projects and all relevant information related to daily activities
Contributes to a fair, positive, and equitable environment that supports a diverse workforce
Acts as a brand ambassador for the business area/function and the Bank, both internally and externally
Utilizes feedback through coaching sessions to demonstrate improved performance
Establishes relationships with partner bankers to facilitate effective referrals
Contributes to a positive work environment by aligning with TD Model, Brand, and Culture as a full team member
Collaborates with team members to contribute to the success of the team and organization
Actively seeks opportunities to enhance work delivery with a strong focus on quality standards
Proactively takes ownership of career aspirations, seeking diverse feedback to continuously develop skills
Embraces change positively
Adheres to TD's Shared Commitments and code of conduct expectations

OCC Language:


This position qualifies as a Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part, and as a Mortgage Loan Originator under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.

§§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part

Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.

§§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
Satisfactory results on a criminal background check and a credit report check, along with statements/certification from job applicants regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position

Physical Requirements:
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Frequent
Standing – Frequent
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Never
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Never
Climbing – Never
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Never
Pulling – Never
Twisting – Never
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing, and comprehending instructions – Continuous
Adding, subtracting, multiplying, and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this role.

They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

About TD:


TD is one of the world's leading global financial institutions and ranks as the fifth largest bank in North America by branches/stores.

Every day, we provide legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the globe.

More than 95,000 TD colleagues contribute their skills, talent, and creativity to the Bank, the customers we serve, and the economies we support.

We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.

TD is deeply committed to being a leader in customer experience, which is why we believe that all colleagues, regardless of their role, are customer-facing.

As we grow our business and execute our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking.

Whether you have extensive banking experience or are just beginning your career in financial services, we can help you realize your potential.

Through regular leadership and development conversations, mentorship, and training programs, we are here to support you in achieving your goals. As an organization, we continue to grow – and so will you.
Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

Learn more

Additional Information:
We are pleased that you are considering a career with TD.

Through regular development conversations, training programs, and a competitive benefits plan, we are committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If you are interested in a specific career path or wish to develop certain skills, we want to assist you in succeeding.

You will have regular career, development, and performance discussions with your manager, as well as access to an online learning platform and various mentoring programs to help you unlock future opportunities.

Whether you are passionate about helping customers and want to broaden your experience, or you aspire to coach and inspire your colleagues, there are numerous career paths within our organization at TD – and we are committed to helping you identify opportunities that align with your goals.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you have everything you need to succeed in your new role.

Interview Process
We will reach out to candidates of interest to schedule an interview. We strive to communicate outcomes to all applicants via email or phone call.
Accommodation

If you are an applicant with a disability and require accommodations to complete the application process, please contact the TD Bank US Workplace Accommodations Program. Include your full name, the best way to reach you, and the accommodation needed to assist you with the application process.

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.

At TD, we aim to enrich the lives of our customers, communities, and colleagues, and we share a set of values that shape our culture and guide our behaviors.

In exchange for our colleagues' daily commitment to helping TD succeed, we pledge to provide a work experience focused on impact, growth, and a culture of care.

No matter where you work at TD, we equip you with the tools to make a difference in the workplace and in your community, explore and advance your career, and be part of our culture of care and inclusion.

Our commitment to diversity, equity, and inclusion

At TD, we are dedicated to creating an environment where colleagues can be themselves at work, have equitable opportunities, and feel respected and supported.

We are committed to building an inclusive workforce that reflects the diversity of our clientele and the communities we live in and serve.

Helping to make a difference in our communities – The TD Promise Ready to Act
At TD, we have a long-standing commitment to building a more inclusive and sustainable future.

That is why we launched the TD Promise Ready to Act initiative in 2018, which is now a multi-year North American project.

As part of the TD Promise Ready to Act, we aim to contribute a total of one billion dollars to communities by 2030 across four interconnected key areas of change:
Financial Security, Dynamic Planet, Inclusive Communities, and Better Health.

Our goal is to support change, foster progress, and create a better and more inclusive world for our customers, colleagues, and communities.

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