FINANCIAL SERVICES ASSOCIATE
Posted on: 4 Nov 2021
Boston, MA
Job Description
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.
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
Proactively reaches out to Customers to deepen relationships through needs-based conversations
Performs a broad range of tasks of varying complexity and scope
Conducts loan interviews, accepts loan applications, and conducts loan closings
Trains less experienced team members
Participates in opening and closing Store procedures
Requirements
HS Diploma or GED required, 2-year degree preferred
1+ years of related experience
Superior Customer Service skills
Teller and/or cash handling experience
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Proficient in Microsoft Office
Notary License (Preferred)
Ability to provide community services, including, but not limited to, Financial Education classes
TD Bank
Cherry Hill, NJ
TD Bank, America’s Most Convenient Bank®, is one of the 10 largest banks in the U.S. with deep roots in the community dating back more than 150 years.
TD Bank offers a broad array of retail, small business and commercial banking products and services to millions of customers through its extensive network of thousands of convenient locations and ATMs throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. TD Bank is headquartered in Cherry Hill, New Jersey.
In addition to banking products, TD Bank and its subsidiaries provide clients with customized private banking and wealth management services through TD Wealth® and vehicle financing and dealer commercial services through TD Auto Finance.
TD 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."
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IndustryBanking/Financial Services
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No. of Employees26,000+
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Website
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Jobs Posted2215
