Relationship Banker I - Roxbury (30hrs)

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 and needs. This role contributes to business objectives that enable growth through identifying appropriate TD solutions to help customers achieve their financial goals and optimize their relationship with TD.

Responsibilities

• Deliver legendary experience by helping customers, building relationships, and delivering service and advice
• Understand and support the Bank's Customer Service Strategy by delivering customers end-to-end advice they expect: building trust with educational content and tools, providing consultative support, and advocating for them with proactive insights and recommendations
• Serve as a customer advocate in improving customer financial confidence, providing resolution, proactive tips and insights on saving time and money
• Consistently execute appropriate behaviors to deliver a legendary customer experience that is unexpectedly human in the store through either effective problem resolution or providing sound advice that yields a solution
• Engage in lobby leadership by orchestrating customer flow, warmly welcoming, discovering initial needs and guiding customers appropriately
• Understand customer preferences with banking (when and how they want) and educate customers on self-service options that meet their needs
• May act as a point of escalation for customer questions or concerns
• May perform a variety of teller transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
• Consider the impact of decisions on the well-being of TD, its customers and stakeholders
• Act as a brand champion both internally and externally
• Recognize transaction needs and educate clients on self-service channels including digital options
• Bring your genuine self and turn each banking transaction into a personalized interaction, one customer at a time
• Proficiently handle products, services and routine transactions 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
• Establish and nurture 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
• Make product recommendations based on customer needs and highlight product features and benefits that ultimately support customers through challenging times and life events, save time and money, and exceed their needs
• Utilize customer relationship management tools to proactively play a key role in customer assessments, proactively identify customer solutions and lead-focused outbound sales activities
• Independently resolve customer issues, errors and problems, escalating when necessary
• Build working relationships with customers and explain detailed and/or complicated information
• Participate in customer outreach, servicing and advice activities
• Engage in conversations with customers about loan products and facilitate the application intake

Requirements

• HS Diploma or GED
• 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 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 in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and its implementing regulations
• Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position
• 1+ years' experience working with customers and/or sales in any capacity or equivalent demonstrated through volunteering, education, or military experience (preferred)
• Teller experience (preferred)
• Notary License (preferred)

Skills

• Requires a broad knowledge and understanding of the full product suite, services and processes of business area
• Requires full proficiency gained through job-related training to perform a range of activities
• Must be able to complete teller training upon hire to take customer transactions
• Demonstrated ability to engage in customer conversations while educating them on products and services
• 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

Schedule

30 hours per week.

Pay

$24.25 - $32.50 USD. TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

This response is AI-generated, for reference only.