The Retail Banker I serves as a customer liaison, offering financial expertise and advice to assist customers with their banking needs and help them achieve financial goals. This role involves identifying suitable TD solutions, fostering customer relationships, providing product recommendations, resolving customer issues, and engaging in customer outreach and advisory services.
Utilize financial expertise and consultative advice for customer banking solutions.,Contribute to business objectives by identifying appropriate TD solutions.,Establish and nurture customer relationships by actively listening to needs.,Make product recommendations and highlight features and benefits.,Use Customer Relationship Management (CRM) tools for proactive customer assessments and sales activities.,Independently resolve customer issues, errors, and problems, escalating when necessary.,Engage in conversations about loan products and facilitate application intake.,Maintain active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).,Deliver legendary customer experience, building relationships, and providing service and advice.,Understand and support the Bank's Customer Service Strategy.,Act as a customer advocate for financial confidence and problem resolution.,Participate in lobby leadership to manage customer flow and guide appropriately.,Educate customers on self-service banking options.,May perform teller transactions (e.g., check cashing, deposits, transfers, withdrawals) while ensuring fraud mitigation.,Ensure compliance with company guidelines and regulations, including Bank Secrecy Act and Patriot Act.,Participate in daily store operations to align with TD's risk framework.,Understand and apply operating policies and procedures.,Escalate non-standard or high-risk transactions/activities.,Ensure accuracy of all prepared/completed documentation.,Comply with the Bank's Code of Conduct.
High School Diploma or GED.,1+ years' experience working with customers and/or sales (volunteering, education, military experience preferred).,Teller experience preferred.,Ability to complete teller training upon hire.,Notary License (Preferred).,Eligible for employment with a covered financial institution under Regulation Z of the Truth in Lending Act.,Eligible for registration as a registered mortgage loan originator with the NMLS.,Satisfactory results on criminal background check and credit report check.
High School 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.,Satisfactory results on a criminal background check and a credit report check.,Occasional domestic travel.,Requires continuous sedentary work, performing multiple tasks, operating standard office equipment, responding quickly to sounds, concentrating for long periods, applying common sense, reading, writing, and comprehending instructions, adding, subtracting, multiplying, and dividing.
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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