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Financial Services Associate
TD Bank
Milton, MA, United States
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TD Description
About TD Bank, America's Most Convenient Bank®
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com.
Job Description
The Financial Services Associate - Float provides Legendary Customer Service while offering financial advice and selling TD Bank products and services to new and existing Customers. Looks for every opportunity to deepen Customer relationships by asking probing questions and offering appropriate additional products and services. Responsible to have knowledge of and sell the wide variety of products and services, including loan and mortgage products. This role will contribute to the growth of the business by developing and deepening the new and existing Customer relationships and will be responsible for meeting and exceeding specific, individual and team based business goals. The Banker is responsible for the entire service process in the Store, which includes responsibility for over the counter transactions and more complex sales and service questions and requests.
Job Requirements
• Greets and interacts with the Customer in professional manner, providing exceptional Customer service by meeting all the Customer inquiries, assisting the Customer and/or directing the Customer to the appropriate employee or Business Partner as necessary.
• Creates a more interactive sales environment that involves direct Customer interface at all facets of the process, using technology to aid in the process and moving to meet the needs of the Customer in a more proactive manner.
• Proactively demonstrates lobby leadership in the lobby, help & advice area and in self-serve areas of the Store with the goal to deliver an enhanced Customer experience and create a positive “First Impression’” by greeting and engaging Customers in a range of sales, service and informational conversations.
• Completes financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner.
• Generates and pursues sales leads, and implement specific sales initiatives and campaigns as needed in the Store.
• Conducts loan interviews, accepts loan applications, and conducts loan closings.
• Ensures customer problems are handled appropriately, escalating issues when necessary.
• Contributes to the achievement of Store business objectives by meeting or exceeding individual sales & referral goals.
• Must be eligible for employment under regulatory standards applicable to the position.
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.