This job is now closed
Job Description
- Req#: 432000BR
- HS Diploma or GED required, 2-year degree preferred
- 2+ years of related experience required
- Advanced knowledge of retail banking products and services
- Sales skills with the ability to influence Customers
- Excellent Customer Service and relationship building skills
- Excellent written and verbal communication skills
- Advanced knowledge of retail investment industry
- Advanced knowledge of entire Wealth Suite of Products and partners
- Demonstrated effective problem-solving skills
- Demonstrated ability to schedule and prioritize work
- Demonstrated ability to work independently and within deadlines
- Ability to train less experienced team members
- Completes online regulatory training requirements
- Strong PC skills
- Notary license (Preferred)
- Ability to provide community services, including, but not limited to, Financial Education classes
- Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store
- Conducts needs-based conversations and offers financial solutions to meet our Customers' needs
- Makes quality referrals to appropriate partners
- Responsible for meeting individual performance metrics
- Responsible for making sound decisions and timely problem resolution
- Partners with Store Leadership to achieve Store performance metrics
- Proactively reaches out to Customers to deepen relationships through needs-based conversations
- Meets with customers and prospects to develop understanding of other financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales
- Maintains strong product and sales knowledge and champions core service values. Provides guidance and training to less experienced staff
- Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction
About the company
Welcome to TD Bank, America's Most Convenient Bank. Visit now to learn about all our personal banking products like accounts, loans, cards & more.
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.