Skip to main content
Full-Time
Remote

Retail Banker I - Monroe

View on Map

Description

The Retail Banker I serves as a customer liaison, providing financial expertise and consultative advice to help customers manage their banking solutions and needs. This role is crucial for achieving business objectives by identifying suitable TD solutions that enable customers to reach their financial goals and maximize their relationship with TD.

What We're Looking For

Demonstrate proficiency in banking products, services, and routine transactions to educate customers and refer them to appropriate partners.,Establish and nurture customer relationships through product knowledge and active listening.,Recommend products based on customer needs, highlighting features and benefits.,Utilize Customer Relationship Management (CRM) tools for proactive customer assessments and outbound sales activities.,Independently resolve customer issues and escalate when necessary.,Build working relationships with customers and clearly explain detailed or complex information.,Participate in customer outreach, servicing, and advice activities.,Engage in conversations about loan products and facilitate application intake.,Maintain active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).,Deliver a 'Legendary experience' by building relationships and providing service and advice.,Understand and support the Bank's Customer Service Strategy, including building trust, offering consultative support, and advocating for customers.,Execute appropriate behaviors to deliver an 'unexpectedly human' customer experience, resolving problems or providing sound advice.,Engage in lobby leadership, orchestrating customer flow and guiding customers appropriately.,Educate customers on self-service banking options.,Perform various teller transactions (e.g., check cashing, deposits, transfers, withdrawals) while monitoring fraud and adhering to operational policies.,Ensure compliance with company guidelines and regulations (e.g., Bank Secrecy Act, Patriot Act).,Participate in store daily operations to align with TD's risk framework.,Understand and apply operating policies and procedures.,Support the timely and accurate completion of business processes.,Escalate non-standard or high-risk transactions.,Ensure accurate documentation consistent with rules and regulations.,Comply with the Bank Code of Conduct.,Contribute to business objectives for Operational Excellence.,Participate fully as a team member, fostering a positive work environment and enhancing personal expertise.,Keep colleagues informed about project status and relevant information.,Contribute to a fair, positive, and equitable environment.,Act as a brand ambassador for the business area and the Bank.,Utilize coaching feedback for stronger performance.,Establish relationships with partner bankers for effective referrals.,Collaborate with team members to contribute to team and organizational success.,Actively seek opportunities for work delivery improvement and high-quality standards.,Take ownership of career development and seek diverse feedback.,Positively embrace change.,Adhere to TD's Shared Commitments and code of conduct expectations.,Engage in advancing and sustaining an inclusive culture.

Ideal Candidate

High School Diploma or GED.,1+ years' experience working with customers and/or sales, or equivalent through volunteering, education, or military experience (preferred).,Teller experience (preferred).,Ability to complete teller training upon hire.,Demonstrated ability to engage in customer conversations and educate on products/services (preferred).,Demonstrated organizational skills to manage multiple tasks in a fast-paced environment.,Excellent communication skills (concise, clear, consistent).,Demonstrated ability to schedule and prioritize work.,Demonstrated ability to work independently and meet deadlines.,Sound judgment in decision-making and effective problem-solving.,Proficient in Microsoft Office.,Notary License (Preferred).,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 (Nationwide Mortgage Licensing System and Registry) in accordance with the SAFE Act.,Satisfactory results on a criminal background check and a credit report check are required.

Minimum Education

High School Diploma or GED

Hard Skills

Microsoft Office
CRM tools
Teller transactions
Fraud mitigation
NMLS
Regulation Z
SAFE Act
Mortgage Loan Origination

Soft Skills

Customer service
Communication
Consultative advice
Problem solving
Relationship building
Organizational skills
Time management
Decision making
Teamwork
Adaptability
Collaboration
Judgment
Proactive
Accountability
Brand ambassador
Coaching
Learning agility

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 programs
Mentoring programs

Special Commitments

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.,Requires satisfactory results on a criminal background check and a credit report check.,Requires continuous performing sedentary work, multiple tasks, operating standard office equipment, responding quickly to sounds, concentrating for long periods of time, applying common sense to problems, reading, writing, and comprehending instructions, and performing basic arithmetic.,Requires frequent sitting and standing.,Occasional domestic travel.

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

    We respect your privacy

    BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.