Financial Services Representative

4 weeks ago


Akron, Ohio, United States TD Bank, N.A. Full time

Job Summary:

The Financial Services Representative plays a vital role in delivering exceptional customer experiences at TD Bank, N.A. locations. They are responsible for completing various banking transactions accurately and providing expert advice to help customers achieve their financial goals.

Key Responsibilities:

  • Perform a wide range of tasks including processing customer transactions, opening new accounts, and educating customers on banking products and services
  • Deliver end-to-end customer advice by building trust, providing support, and offering proactive recommendations
  • Utilize banking systems to engage with customers and deepen relationships by providing guidance and advice
  • Identify customer financial needs and promote relevant products or services while ensuring a positive customer experience
  • Complete banking transactions accurately and educate customers on available products and tools
  • Engage with customers both on the teller line and platform, providing assistance with various banking needs

Requirements:

  • High school diploma or equivalent
  • 1 year of customer service experience preferred
  • Demonstrated ability to work in a fast-paced environment
  • Strong communication and problem-solving skills
  • Proficient in Microsoft Office
  • Notary License preferred

About TD Bank, N.A.:

TD Bank, N.A. is a global financial institution committed to delivering legendary customer experiences. With over 95,000 colleagues worldwide, we are dedicated to enriching the lives of our customers and communities. Our vision is to Be the Better Bank, and we strive to create an extraordinary employee experience through innovation and diversity.

Total Rewards Package:

TD Bank, N.A. offers a comprehensive Total Rewards package to support the financial, physical, and mental well-being of our colleagues. This includes competitive compensation, health benefits, career development programs, and more.



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