TD Bank Job Applications – Financial Services Associate

Website TD Bank

Job Description:

The Financial Services Associate 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 new and existing Customer relationships and will be responsible for meeting and exceeding specific, individual and team-based business goals. 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 Responsibilities:

  • Trains less experienced team members
  • Participates in opening and closing Store procedures
  • Makes quality referrals to appropriate partners
  • Conducts needs-based conversations and offers financial solutions to meet our Customers’ needs
  • Proactively reaches out to Customers to deepen relationships through needs-based conversations
  • Responsible for making sound decisions and timely problem resolution
  • Conducts loan interviews, accepts loan applications, and conducts loan closings
  • Responsible for meeting individual performance metrics
  • Performs a broad range of tasks of varying complexity and scope

Job Requirements:

  • Demonstrated ability to work independently and within deadlines
  • Notary License
  • Excellent communication skills with ability to be concise, clear and consistent
  • Strong organization skills to handle multiple tasks in a fast-paced environment
  • Proficient in Microsoft Office
  • Demonstrated effective problem-solving skills
  • Ability to provide community services, including, but not limited to, Financial Education classes
  • Demonstrated ability to schedule and prioritize work
  • Superior Customer Service skills

Qualification & Experience:

  • 1+ years of related experience
  • HS Diploma or GED required, 2-year degree
  • Teller and/or cash handling experience

Job Details:

Company: TD Bank

Vacancy Type:  Full Time

Job Location: Orlando, FL, US

Application Deadline: N/A

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