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Full-Time
On-Site

Retail Banker I - Georgetown, MA

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Description

The Retail Banker I serves as a primary contact for customers, providing financial expertise and personalized advice to help them achieve their banking goals. This role involves identifying and offering suitable TD solutions, managing customer relationships, resolving issues, and contributing to the bank's growth objectives.

What We're Looking For

Proficient in bank products, services, and routine transactions to educate customers and make appropriate referrals.,Build and maintain strong customer relationships through active listening and product knowledge.,Recommend products based on customer needs, highlighting benefits.,Utilize CRM tools for proactive customer assessments and outbound sales activities.,Independently resolve customer issues, escalating when necessary.,Engage customers in conversations about loan products and facilitate application processes.,Maintain active registration with NMLS (Nationwide Mortgage Licensing System and Registry).,Participate in daily store operations, adhering to TD's risk framework.,Ensure compliance with regulations like the Bank Secrecy Act and Patriot Act.,Adhere to all risk and control policies and procedures.

Ideal Candidate

HS Diploma or GED.,1+ years' experience working with customers and/or sales (preferred, demonstrated through volunteering, education, or military experience).,Teller experience (preferred).,Ability to complete teller training upon hire.,Demonstrated ability to engage in customer conversations and educate on products/services (preferred).,Strong organizational skills for managing multiple tasks in a fast-paced environment.,Excellent communication skills (concise, clear, consistent).,Ability to schedule and prioritize work effectively.,Ability to work independently and meet deadlines.,Sound judgment in decision-making and effective problem-solving.,Proficient in Microsoft Office.,Notary License (Preferred).,Eligible for employment with a covered financial institution under Regulation Z.,Eligible for registration as a registered mortgage loan originator with the NMLS.,Satisfactory results on criminal background and credit report checks.

Minimum Education

High School Diploma or GED

Hard Skills

Financial expertise
product knowledge
customer relationship management tools
Microsoft Office
fraud mitigation
operational policies and procedures
Bank Secrecy Act
Patriot Act
NMLS registration
Regulation Z
SAFE Act

Soft Skills

Customer service
active listening
communication
problem-solving
organization
judgment
decision-making
teamwork
adaptability
interpersonal skills
attention to detail
time management

Work Hours

40 hours/week

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off (Vacation PTO, Flex PTO, Holiday PTO)
Banking benefits and discounts
Career development
Reward and recognition
Training and onboarding
Mentorship programs

Special Commitments

Must maintain 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.,Satisfactory results on a criminal background check and a credit report check are required.,Occasional domestic travel.,Requires continuous concentration, applying common sense, reading, writing, comprehending instructions, and basic math skills.

About the Company

T

The Toronto-Dominion Bank

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.

Inclusive
Community-focused
Professional
Growth-oriented
Caring
View all jobs at The Toronto-Dominion Bank

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