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Financial Services Associate (US)

Company: TD Bank
Location: Lexington
Posted on: May 16, 2022

Job 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 . Find TD Bank on Facebook at and on Twitter at 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 .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' needsMakes quality referrals to appropriate partners Responsible for meeting individual performance metricsResponsible for making sound decisions and timely problem resolutionProactively reaches out to Customers to deepen relationships through needs-based conversationsPerforms a broad range of tasks of varying complexity and scopeConducts loan interviews, accepts loan applications, and conducts loan closingsTrains less experienced team membersParticipates in opening and closing Store proceduresHS Diploma or GED required, 2-year degree preferred 1+ years of related experienceSuperior Customer Service skillsTeller and/or cash handling experienceStrong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistentDemonstrated effective problem-solving skillsDemonstrated ability to schedule and prioritize workDemonstrated ability to work independently and within deadlinesProficient in Microsoft Office Notary License (Preferred) Ability to provide community services, including, but not limited to, Financial Education classesAt 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 their 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 . 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.

Keywords: TD Bank, Boston , Financial Services Associate (US), Accounting, Auditing , Lexington, Massachusetts

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