About the position
The Retail Banker I position at TD Bank is a vital role that serves as a customer liaison, integral to delivering the bank's brand promise. This position requires the use of financial expertise and consultative advice to assist customers with their banking needs and solutions. The Retail Banker I contributes to the achievement of business objectives by identifying appropriate TD solutions that help customers achieve their financial goals and optimize their relationship with the bank. The role demands proficiency in the bank's products, services, and routine transactions to educate customers and refer them to the appropriate team members or internal partners, ensuring a positive customer experience. In this role, the Retail Banker I is expected to make product recommendations based on customer needs, highlighting features and benefits that support customers through challenging times and life events. The position involves utilizing Customer Relationship Management tools to proactively assess customer needs, identify solutions, and engage in outbound sales activities. The Retail Banker I will also evaluate issues and problems based on established practices and procedures, explaining complex information clearly to customers and team members. The Retail Banker I is responsible for participating in customer outreach and advice activities, engaging in conversations about loan products, and facilitating application intakes. This role requires maintaining an active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS). The position is characterized by a need for strong organizational skills, superior customer service abilities, and the capacity to handle multiple tasks in a fast-paced environment. The Retail Banker I will also be expected to build and nurture customer relationships, deliver legendary customer experiences, and act as a brand champion for TD Bank.
Responsibilities
- Serve as a customer liaison to deliver TD's brand promise.
- Utilize financial expertise to advise customers on banking solutions.
- Identify opportunities to educate customers on bank products and services.
- Make product recommendations based on customer needs.
- Utilize Customer Relationship Management tools for customer assessments.
- Engage in outbound sales activities to identify customer solutions.
- Participate in customer outreach and servicing activities.
- Facilitate loan product conversations and application intakes.
- Build and nurture relationships with customers and internal teams.
- Deliver legendary customer experiences through effective problem resolution.
Requirements
- High school diploma or GED required.
- 1+ years of related experience required.
- Teller experience preferred.
- Superior customer service skills.
- Strong organizational skills to manage multiple tasks.
- Excellent communication skills, concise and clear.
- Ability to schedule and prioritize work effectively.
- Demonstrated ability to work independently and meet deadlines.
- Sound judgment in decision-making and problem-solving.
- Proficient in Microsoft Office.
Nice-to-haves
- Notary License preferred.
Benefits
- Health insurance
- Paid time off
- Career development opportunities
- Training and onboarding sessions
- Competitive benefits plan
