What are the responsibilities and job description for the Banking Specialist position at TIAA?
The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service and makes appropriate introductions to team specialists such as financial center managers, relationship managers and other delivery channels such as mortgage, wealth management, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining and deepening client relationships.
Key Responsibilities and Duties
Career Level
3IC
Required Skills:
Key Responsibilities and Duties
- Promotes financial services suitable for the client based on profiling, identifying client’s needs, acting as advocate and partnering with specialists throughout the enterprise.
Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan.
Exceeds client expectation by taking ownership and accountability of the client and making the client’s needs a priority.
Understands competitor products and services and advantages of the organization's banking products and services.
Performs cash vault and/or other financial center operational responsibilities as directed.
- High School Preferred
- No Experience Required; 2 Years Preferred
- Physical Requirements: Sedentary Work
Career Level
3IC
Required Skills:
- 2 years of Teller and New Accounts experience in banking.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
TIAA Bank, a division of TIAA, FSB, provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.
TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company’s strategy to refocus on its core retirement business and Nuveen, the company’s asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company’s confidence in the bank’s future success.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our
Benefits Summary
.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law
here
.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email:
accessibility.support@tiaa.org
Privacy Notices
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here
.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click
here
.
For Applicants of Nuveen residing in Europe and APAC, please click
here
.
For Applicants of Greenwood residing in Brazil (English), click
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.
For Applicants of Greenwood residing in Brazil (Portuguese), click
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.Salary : $20
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