Banquier Personnel

About the role

The Retail Banker I is a customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help customers achieve their financial goals and optimize their relationship with TD.

Responsibilities

• Utilizes customer relationship management tools to proactively play a key role in customer assessments, proactively identifies customer solutions and lead-focused outbound sales activities
• Independently resolves customer issues, errors and problems, escalating when necessary
• Makes product recommendations based on customer needs and highlights product features and benefits that ultimately support customers through challenging times and life events, save time and money, and exceed their needs
• Delivers Legendary experience by helping customers, building relationships, and delivering service and advice
• Serves as a customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money
• Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately
• Responds quickly to sounds, sitting, standing, walking, reaching overhead, reaching forward, pushing, pulling, twisting, concentrating for long periods of time, applying common sense to deal with problems involving standardized situations, reading, writing and comprehending instructions, adding, subtracting, multiplying and dividing

Requirements

• Must be able to complete teller training upon hire to take customer transactions
• Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
• Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.5102 et seq., and its implementing regulations, 12 CFR Part 1007

Qualifications

• HS Diploma or GED
• 1+ years' experience working with customers and/or sales in any capacity or equivalent demonstrated through any of the following: volunteering, education, military experience preferred
• Teller experience preferred
• Demonstrated ability to engage in customer conversations while educating them on products and services preferred
• Demonstrated organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with ability to be concise, clear and consistent
• Demonstrated ability to schedule and prioritize work
• Demonstrated ability to work independently and within deadlines
• Sound judgment in decision making and effective problem solving
• Proficient in Microsoft Office
• Notary License (Preferred)

Skills

• Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive customer experience
• Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
• Utilizes customer relationship management tools to proactively play a key role in customer assessments, proactively identifies customer solutions and lead-focused outbound sales activities
• Independently resolves customer issues, errors and problems, escalating when necessary
• Broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk

Benefits

• Growth opportunities and skill development are defining features of the colleague experience at TD
• Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role

Pay

• $22.50 - $29.00 USD

Schedule

• Hours 40