Role OverviewThis role is a banking professional that plays a vital role in bringing TD's human, relationship-driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long-term financial goals.
What You Will Do
The role is accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility, serving as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required.
Why It Might Be a Fit
The ideal candidate will have 2+ years of experience engaging clients in a sales, service, or relationship-building capacity, including identifying needs and delivering solutions, and will be able to apply sound judgment and problem-solving skills in client-facing and operational scenarios.
Requirements
- High School Diploma or GED (or equivalent combination of education and experience)
- 2+ years of experience engaging clients in a sales, service, or relationship-building capacity
- Prior experience in a banking environment, including teller, platform, or relationship banking roles preferred
- Demonstrated ability to conduct consultative client conversations, including uncovering needs and recommending appropriate products and services
- Strong communication skills with the ability to convey information clearly, concisely, and confidently to diverse client populations
- Demonstrated ability to manage multiple priorities, independently organize work, and consistently meet deadlines in a fast-paced environment
- Demonstrated ability to apply sound judgment and problem-solving skills in client-facing and operational scenarios
- Proficiency with Microsoft Office or similar workplace technologies
- Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
- Notary License (or ability to obtain) preferred
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