TD
Overview
Retail Banker I is a customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. Responsibilities
Proficient in products, services and routine transactions to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs and offering solutions or referrals Makes product recommendations based on Customer needs and highlights features and benefits that support Customers through life events, save time and money, and exceed their needs Utilizes Customer relationship management tools to proactively support customer assessments and lead-focused outbound sales activities Independently resolves customer issues, errors and problems, escalating when necessary Builds working relationships with customers and explains detailed or complicated information Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise Engages in conversations about loan products and facilitates the application intake Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Education & Experience
HS Diploma or GED 1+ years’ experience working with customers and/or sales in any capacity or equivalent demonstrated through volunteering, education, military experience preferred Teller experience preferred Must be able to complete teller training upon hire to take customer transactions Demonstrated ability to engage customers in productive conversations while educating them on products and services Excellent organizational skills to handle multiple tasks in a fast-paced environment Excellent communication skills with the ability to be concise, clear and consistent Demonstrated ability to schedule and prioritize work; work independently and within deadlines Sound judgment in decision making and effective problem solving Proficient in Microsoft Office Notary License (Preferred) Customer Accountabilities
Delivers Legendary experience by helping customers, building relationships, and delivering service and advice Provides end-to-end advice and proactive insights to customers; educates them on self-service options as appropriate Seeks opportunities to educate customers on self-service channels and digital options May perform teller transactions including check cashing, deposits, transfers and withdrawals while adhering to policies Acts as a brand champion internally and externally May escalate customer questions or concerns as needed Shareholder & Employee Accountabilities
Ensures compliance with Bank Secrecy Act and Patriot Act and other regulations Supports TD risk framework and operational policies/procedures Maintains accurate documentation reflecting client intentions and regulatory requirements Contributes to operational excellence and quality standards; adheres to risk and control policies Promotes a positive, inclusive work environment and TD culture Engages in ongoing professional development and performance conversations Partners with colleagues to provide referrals and support team success Demonstrates adaptability and commitment to TD’s shared commitments Physical & Work Arrangements
Physical requirements reflect a typical front-line banking role with sedentary work predominance; occasional travel as needed Domestic travel: Occasional; International travel: Never What follows are general statements about physical demands and essential functions for ADA purposes Who We Are
TD is a leading global financial institution. We are committed to customer experience, diversity, and a culture that supports professional growth and well-being. We offer regular development conversations, training programs, mentorship, and a comprehensive Total Rewards package. Other Information
Accommodation: TD Bank is an equal opportunity employer. If you require accommodations during the application process, please email USWAPTDO@td.com. We are an equal opportunity employer and do not discriminate on any protected status.
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Retail Banker I is a customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. Responsibilities
Proficient in products, services and routine transactions to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs and offering solutions or referrals Makes product recommendations based on Customer needs and highlights features and benefits that support Customers through life events, save time and money, and exceed their needs Utilizes Customer relationship management tools to proactively support customer assessments and lead-focused outbound sales activities Independently resolves customer issues, errors and problems, escalating when necessary Builds working relationships with customers and explains detailed or complicated information Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise Engages in conversations about loan products and facilitates the application intake Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Education & Experience
HS Diploma or GED 1+ years’ experience working with customers and/or sales in any capacity or equivalent demonstrated through volunteering, education, military experience preferred Teller experience preferred Must be able to complete teller training upon hire to take customer transactions Demonstrated ability to engage customers in productive conversations while educating them on products and services Excellent organizational skills to handle multiple tasks in a fast-paced environment Excellent communication skills with the ability to be concise, clear and consistent Demonstrated ability to schedule and prioritize work; work independently and within deadlines Sound judgment in decision making and effective problem solving Proficient in Microsoft Office Notary License (Preferred) Customer Accountabilities
Delivers Legendary experience by helping customers, building relationships, and delivering service and advice Provides end-to-end advice and proactive insights to customers; educates them on self-service options as appropriate Seeks opportunities to educate customers on self-service channels and digital options May perform teller transactions including check cashing, deposits, transfers and withdrawals while adhering to policies Acts as a brand champion internally and externally May escalate customer questions or concerns as needed Shareholder & Employee Accountabilities
Ensures compliance with Bank Secrecy Act and Patriot Act and other regulations Supports TD risk framework and operational policies/procedures Maintains accurate documentation reflecting client intentions and regulatory requirements Contributes to operational excellence and quality standards; adheres to risk and control policies Promotes a positive, inclusive work environment and TD culture Engages in ongoing professional development and performance conversations Partners with colleagues to provide referrals and support team success Demonstrates adaptability and commitment to TD’s shared commitments Physical & Work Arrangements
Physical requirements reflect a typical front-line banking role with sedentary work predominance; occasional travel as needed Domestic travel: Occasional; International travel: Never What follows are general statements about physical demands and essential functions for ADA purposes Who We Are
TD is a leading global financial institution. We are committed to customer experience, diversity, and a culture that supports professional growth and well-being. We offer regular development conversations, training programs, mentorship, and a comprehensive Total Rewards package. Other Information
Accommodation: TD Bank is an equal opportunity employer. If you require accommodations during the application process, please email USWAPTDO@td.com. We are an equal opportunity employer and do not discriminate on any protected status.
#J-18808-Ljbffr