The Retail Banker I serves as a crucial customer liaison, utilizing financial knowledge to assist customers with banking solutions and needs. This role contributes to business growth by identifying suitable TD products and optimizing customer relationships. Key responsibilities include building and nurturing customer relationships, making product recommendations, resolving customer issues, and engaging in customer outreach, while ensuring compliance with banking regulations and contributing to a positive team environment.
Proficiency in banking products, services, and routine transactions to identify customer needs and offer solutions or referrals.,Broad knowledge of the full product suite, services, and processes of the business area.,Ability to establish and nurture customer relationships through product knowledge and active listening.,Skill in making product recommendations based on customer needs and highlighting benefits.,Experience utilizing customer relationship management tools for assessments and outbound sales activities.,Capability to independently resolve customer issues, errors, and problems, escalating when necessary.,Aptitude for building working relationships with customers and explaining detailed information.,Participation in customer outreach, servicing, and advice activities.,Engagement in conversations about loan products and facilitating application intake.,Ensuring compliance with company guidelines and regulations such as the Bank Secrecy Act and Patriot Act.,Participation in daily store operations to align with TD's risk framework.,Understanding and application of operating policies and procedures.,Supporting the timely and accurate completion of business processes.,Escalating non-standard or high-risk transactions/activities as necessary.,Ensuring prepared/completed documentation is accurate and reflects client/business intentions and relevant rules/regulations.,Knowledgeable of and complying with the Bank Code of Conduct.,Supporting a positive work environment that promotes service, quality, innovation, and teamwork.,Continuously enhancing knowledge/expertise and participating in knowledge transfer within the team.,Keeping others informed about project status and day-to-day activities.,Contributing to a fair, positive, and equitable environment that supports a diverse workforce.,Acting as a brand ambassador for the business area/function and the Bank.,Utilizing feedback through coaching sessions to demonstrate stronger performance.,Establishing relationships with partner bankers to make effective referrals.,Collaborating with team members in contributing to the success of the team and organization.,Actively seeking opportunities to improve work delivery with high attention to quality standards.,Actively taking ownership of own career and aspirations.,Positively embracing change.,Adhering to and participating in TD's Shared Commitments and code of conduct expectations.,Engaged in advancing and sustaining a unique, inclusive culture.
HS Diploma or GED.,1+ years' experience working with customers and/or sales in any capacity, or equivalent demonstrated through volunteering, education, or military experience (preferred).,Teller experience (preferred).,Must be able to complete teller training upon hire.,Notary License (Preferred).
High School Diploma or GED
30 hours/week
Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).,Must be eligible for employment with a covered financial institution under Regulation Z of the Truth in Lending Act.,Must be eligible for registration as a registered mortgage loan originator with the NMLS in accordance with the SAFE Act.,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.
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.