Relationship Banker I - Levittown, PA (Full Time)

About the role

The Retail Banker I serves as a customer liaison, delivering TD’s brand promise by applying financial expertise and consultative advice to help customers with their banking solutions and goals. The role contributes to business growth by identifying appropriate TD solutions, optimizing customer relationships, and supporting customers through financial challenges and life events.

Responsibilities

• Establish and nurture customer relationships by displaying product knowledge, actively listening, and identifying additional needs to offer solutions or referrals.
• Make product recommendations based on customer needs, highlighting features and benefits that support customers through challenging times, save time and money, and exceed expectations.
• Utilize customer relationship management tools to proactively assess customers, identify solutions, and conduct lead‑focused outbound sales activities.
• Independently resolve customer issues, errors, and problems, escalating when necessary.
• Build working relationships with customers and explain detailed or complicated information.
• Participate in customer outreach, servicing, and advice activities to deliver on TD’s “unexpectedly human” promise.
• Engage in conversations with customers about loan products and facilitate application intake.
• Maintain an active registration status with the NMLS (Nationwide Mortgage Licensing System and Registry).
• Perform teller transactions such as check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to operational policies.
• Act as a customer advocate, improving financial confidence, providing resolution, and offering proactive tips on saving time and money.
• Engage in lobby leadership by orchestrating customer flow, welcoming customers, discovering initial needs, and guiding them appropriately.
• Educate customers on self‑service channels, including digital options, that meet their preferences.
• Ensure compliance with operational activities per company guidelines and regulations (e.g., Bank Secrecy Act, Patriot Act) to minimize risk.
• Support timely and accurate completion