The Retail Banker I serves as a customer liaison, using financial expertise and consultative advice to help customers with their banking needs. This role involves identifying and recommending appropriate TD solutions to help customers achieve their financial goals, fostering customer relationships, resolving issues, and participating in customer outreach and advice activities. The position requires proficiency in banking products and services to ensure a positive customer experience and contribute to business objectives.
Proficient in banking products, services, and routine transactions.,Identify opportunities to educate customers on Bank products and services or refer to appropriate team members/partners.,Establish and nurture customer relationships through product knowledge and active listening.,Make product recommendations based on customer needs and highlight features/benefits.,Utilize Customer Relationship Management tools for 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).,Deliver a legendary customer experience by building relationships, providing service and advice.,Understand and support the Bank's Customer Service Strategy.,Serve as a customer advocate for financial confidence and problem resolution.,Engage in lobby leadership to orchestrate customer flow and guide appropriately.,Educate customers on self-service options.,May act as a point of escalation for customer questions or concerns.,May perform teller transactions while monitoring fraud mitigation 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 timely and accurate completion of business processes and procedures.,Escalate non-standard or high-risk transactions/activities.,Ensure accuracy of documentation and consistency with relevant rules/regulations.,Comply with Bank Code of Conduct.,Contribute to business objectives for Operational Excellence.,Participate as a team member, support a positive work environment, and enhance knowledge/expertise.,Participate in personal performance management and development activities.,Keep others informed about project status and day-to-day activities.,Contribute to a fair, positive, and equitable environment that supports a diverse workforce.,Act as a brand ambassador.,Utilize feedback through coaching sessions to demonstrate stronger performance.,Establish relationships with partner bankers for effective referrals.,Collaborate with team members to contribute to team and organization success.,Actively seek opportunities to improve work delivery with high attention to quality standards.,Take ownership of career and aspirations, seeking diverse feedback for skill development.,Positively embrace change.,Adhere to and participate in TD's Shared Commitments and code of conduct expectations.,Engage in advancing and sustaining an inclusive culture.
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.,Notary License (Preferred).,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.
High School 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.,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.,Domestic Travel – Occasional.
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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