דרושים Teller Part Time - Ocala ב-Td Bank ב-United States, Ocala
Td Bank Teller Part Time - Ocala United States, Florida, Ocala
Depth & Scope:
- Executes TD's Brand promise to customers by consistently executing appropriate behaviors to deliver a Legendary Customer experience in the Store
- Performs customer transactions including deposits, withdrawals, loan and safe deposit box payments efficiently
- Processes cash transactions such as cashing checks, verifying currency, balancing cash drawer, and night deposits with a high level of accuracy
- Responds to and resolves customer inquiries and concerns using standard procedures and escalating to management as necessary
- Engages in lobby leadership by orchestrating customer flow, warmly welcoming customers, and guiding appropriately
- Understands customer preferences with banking (when and how they want) and educates customers on self-service/digital options that meet their needs
- Acts as an advocate for the customer by conducting needs-based conversations; offering financial & digital solutions, and/or referring the customer to appropriate partner to provide solutions
- Makes sound decisions and provides timely problem resolution, escalating more difficult issues to management
- Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
- Verifies customers' identities by following customer authentication policies & procedures
- Balances cash drawers Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary
- Adheres to safe deposit boxprocedures/operationsand guidelines
- Responsible and accountable for cash drawers and vaults including maintaining appropriate cash limits and securing cash at all times
- Accountable for ensuring confidential customer information is securely stored throughout the day
- Understands the importance of and follows dual control
- Follows all security and audit measures to minimize potential loss
- Utilizes bank tools and processes to detect, address and prevent fraud
- Expected to complete all required in-classroom training and on-line training by established due dates
Education & Experience:
- High school diploma or GED
- 6 months work related experience preferred; or equivalent can be demonstrated through any of the following: volunteering, education, military experience
- Ability to work during operating hours to include weekends, evenings, holidays as scheduled
- Demonstrated Customer Service skills preferred
- Strong organizational skills
- Detail-oriented
- Ability to function in a fast-paced and changing environment
- Excellent communication skills with ability to be concise, clear and consistent
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- Domestic Travel – Occasional
- International Travel – Never
- Performing sedentary work – Continuous
- Performing multiple tasks – Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds – Occasional
- Sitting – Continuous
- Standing – Frequent
- Walking – Occasional
- Moving safely in confined spaces – Occasional
- Lifting/Carrying (under 25 lbs.) – Occasional
- Lifting/Carrying (over 25 lbs.) – Never
- Squatting – Occasional
- Bending – Occasional
- Kneeling – Never
- Crawling – Never
- Climbing – Never
- Reaching overhead – Never
- Reaching forward – Occasional
- Pushing – Never
- Pulling – Never
- Twisting – Never
- Concentrating for long periods of time – Continuous
- Applying common sense to deal with problems involving standardized situations – Continuous
- Reading, writing and comprehending instructions – Continuous
- Adding, subtracting, multiplying and dividing – Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Our Total Rewards Package
awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
משרות נוספות שיכולות לעניין אותך
Bank Of America Financial Solutions Advisor - Consumer Investments Ocala Mar... United States, Florida, Ocala
Job Description:
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
משרות נוספות שיכולות לעניין אותך
Depth & Scope:
- Executes TD's Brand promise to customers by consistently executing appropriate behaviors to deliver a Legendary Customer experience in the Store
- Performs customer transactions including deposits, withdrawals, loan and safe deposit box payments efficiently
- Processes cash transactions such as cashing checks, verifying currency, balancing cash drawer, and night deposits with a high level of accuracy
- Responds to and resolves customer inquiries and concerns using standard procedures and escalating to management as necessary
- Engages in lobby leadership by orchestrating customer flow, warmly welcoming customers, and guiding appropriately
- Understands customer preferences with banking (when and how they want) and educates customers on self-service/digital options that meet their needs
- Acts as an advocate for the customer by conducting needs-based conversations; offering financial & digital solutions, and/or referring the customer to appropriate partner to provide solutions
- Makes sound decisions and provides timely problem resolution, escalating more difficult issues to management
- Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
- Verifies customers' identities by following customer authentication policies & procedures
- Balances cash drawers Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary
- Adheres to safe deposit boxprocedures/operationsand guidelines
- Responsible and accountable for cash drawers and vaults including maintaining appropriate cash limits and securing cash at all times
- Accountable for ensuring confidential customer information is securely stored throughout the day
- Understands the importance of and follows dual control
- Follows all security and audit measures to minimize potential loss
- Utilizes bank tools and processes to detect, address and prevent fraud
- Expected to complete all required in-classroom training and on-line training by established due dates
Education & Experience:
- High school diploma or GED
- 6 months work related experience preferred; or equivalent can be demonstrated through any of the following: volunteering, education, military experience
- Ability to work during operating hours to include weekends, evenings, holidays as scheduled
- Demonstrated Customer Service skills preferred
- Strong organizational skills
- Detail-oriented
- Ability to function in a fast-paced and changing environment
- Excellent communication skills with ability to be concise, clear and consistent
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- Domestic Travel – Occasional
- International Travel – Never
- Performing sedentary work – Continuous
- Performing multiple tasks – Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds – Occasional
- Sitting – Continuous
- Standing – Frequent
- Walking – Occasional
- Moving safely in confined spaces – Occasional
- Lifting/Carrying (under 25 lbs.) – Occasional
- Lifting/Carrying (over 25 lbs.) – Never
- Squatting – Occasional
- Bending – Occasional
- Kneeling – Never
- Crawling – Never
- Climbing – Never
- Reaching overhead – Never
- Reaching forward – Occasional
- Pushing – Never
- Pulling – Never
- Twisting – Never
- Concentrating for long periods of time – Continuous
- Applying common sense to deal with problems involving standardized situations – Continuous
- Reading, writing and comprehending instructions – Continuous
- Adding, subtracting, multiplying and dividing – Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Our Total Rewards Package
awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
משרות נוספות שיכולות לעניין אותך
