Relationship Banker I /PT 20Hrs. (West Springfield)

About the Role

The Retail Banker I is a customer liaison 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 business growth by identifying TD solutions that help customers achieve their financial goals and optimize their relationship with TD.

Responsibilities

• Proficient in products, services, and routine transactions to educate customers on banking solutions and refer them to appropriate team members or internal partners.
• Establish and nurture customer relationships by displaying product knowledge, actively listening to needs, and offering solutions or referrals.
• Make product recommendations based on customer needs, highlighting features and benefits that support them through life events.
• Utilize customer relationship management tools to proactively identify solutions and lead outbound sales activities.
• Independently resolve customer issues, escalating when necessary.
• Engage in customer outreach, servicing, and advice activities to deliver a personalized experience.
• Facilitate loan product conversations and application intake.
• Maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
• Deliver a legendary customer experience by building relationships and providing service and advice.
• Support the Bank's Customer Service Strategy by offering end-to-end advice, educational content, and proactive insights.
• Act as a customer advocate, improving financial confidence and providing resolution and tips.
• Orchestrate customer flow, welcome customers, and guide them appropriately.
• Educate customers on self-service options and digital banking solutions.
• Perform teller transactions, including check cashing, deposits, transfers, and withdrawals, while adhering to operational policies.
• Ensure compliance with company guidelines, Bank Secrecy Act, and Patriot Act to minimize risk.
• Support daily store operations and align with TD's risk framework.
• Contribute to a positive work environment, promoting service, quality, and teamwork.
• Participate in personal performance management and development activities.
• Act as a brand ambassador, both internally and externally.

Requirements

• HS Diploma or GED.
• 1+ years' experience in customer service or sales, or equivalent (volunteering, education, military experience).
• Teller experience preferred.
• Must complete teller training upon hire.
• Demonstrated ability to engage customers and educate them on products.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills.
• Ability to schedule, prioritize, and work independently.
• Sound judgment and problem-solving skills.
• Proficiency in Microsoft Office.
• Notary License preferred.
• Must maintain NMLS registration.
• Satisfactory results on background and credit checks.

Qualifications

• Broad knowledge of banking products, services, and processes.
• Ability to work with low to moderate complexity/risk.
• Understanding of customer preferences and self-service options.
• Knowledge of Bank Code of Conduct and compliance regulations.

Skills

• Customer relationship management.
• Product knowledge and recommendation.
• Problem resolution and advice.
• Lobby leadership and customer flow management.
• Digital banking education.
• Compliance and risk management.
• Team collaboration and brand ambassadorship.

Pay

$24.25 - $32.50 USD

Schedule

20 hours

Work Location

Springfield, Virginia, United States of America