The Retail Banker I serves as a customer liaison, using financial expertise to assist customers with banking solutions and needs. This role focuses on achieving business objectives by identifying appropriate TD solutions to help customers reach their financial goals and optimize their relationship with TD.
Proficient in products, services and routine transactions to educate customers and refer to appropriate team members.,
Establish and nurture customer relationships by consistently displaying product knowledge and actively listening to customer needs.,
Make product recommendations based on customer needs, highlighting features and benefits.,
Utilize Customer relationship management tools for proactive customer assessments and outbound sales activities.,
Independently resolve customer issues, escalating when necessary.,
Build working relationships with customers and explain detailed/complicated information.,
Participate in Customer outreach, servicing and advice activities.,
Engage in conversations with customers about loan products and facilitate application intake.,
Maintain active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).,
Complete teller training upon hire to take customer transactions.,
Ensure compliance with company guidelines and regulations (e.g., Bank Secrecy Act, Patriot Act).,
Participate in daily operations to align with TD's risk framework.,
Understand and apply operating policies and procedures.,
Support timely and accurate completion of business processes.,
Escalate non-standard or high-risk transactions/activities.,
Ensure documentation is accurate and reflects client/business intentions.,
Comply with Bank Code of Conduct.
1+ years' experience working with customers and/or sales (volunteering, education, military experience preferred).,
Teller experience preferred.,
Notary License (Preferred).
HS Diploma or GED
30 hours/week
Must maintain an active registration status with NMLS., Must be eligible for employment with a covered financial institution under Regulation Z., Must be eligible for registration as a registered mortgage loan originator with the NMLS., Requires satisfactory results on a criminal background check and a credit report check.
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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