The Retail Banker I at TD Bank serves as a key customer liaison, leveraging financial expertise and consultative advice to assist customers with their banking needs and solutions. This role is crucial for achieving business objectives by identifying and offering appropriate TD solutions that help customers meet their financial goals and enhance their relationship with the bank. Responsibilities include demonstrating proficiency in banking products and services, building strong customer relationships, providing product recommendations, resolving customer issues, and actively participating in customer outreach and advisory activities.
Proficiency in banking products, services, and routine transactions to identify educational and referral opportunities for customers.,Ability to establish and nurture customer relationships through consistent product knowledge and active listening.,Capable of making product recommendations that highlight features and benefits.,Skilled in using Customer Relationship Management (CRM) tools for proactive customer assessments and targeted outbound sales activities.,Independent resolution of customer issues, errors, and problems, with appropriate escalation when necessary.,Participation in customer outreach, servicing, and advice activities to deliver an exceptional customer experience.,Engagement in conversations about loan products and facilitation of the application intake process.,Must be able to complete teller training upon hire to perform customer transactions.,Maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
HS Diploma or GED,1+ years' experience working with customers and/or sales in any capacity, or equivalent experience demonstrated through volunteering, education, or military service (preferred).,Teller experience preferred.,Demonstrated ability to engage in customer conversations while educating them on products and services (preferred).,Demonstrated organizational skills to manage multiple tasks in a fast-paced environment.,Excellent communication skills, characterized by conciseness, clarity, and consistency.,Demonstrated ability to schedule and prioritize work effectively.,Proven ability to work independently and meet deadlines.,Sound judgment in decision-making and effective problem-solving abilities.,Proficient in Microsoft Office.,Notary License (Preferred).
HS Diploma or GED
20 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 and 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.
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