Relationship Banker I/South Broad

About the role

The Retail Banker I serves as a customer liaison, delivering TD’s brand promise by using financial expertise and consultative advice to assist customers with their banking needs, identify appropriate solutions, and help customers achieve their financial goals while optimizing their relationship with TD.

Responsibilities

• Deliver a Legendary experience by helping customers, building relationships, and providing service and advice.
• Understand and support the Bank’s Customer Service Strategy: build trust with educational content and tools, provide consultative support, and advocate for customers with proactive insights and recommendations.
• Serve as a customer advocate to improve financial confidence, resolve issues, and offer proactive tips on saving time and money.
• Consistently execute behaviors that deliver a Legendary Customer experience through effective problem resolution or sound advice.
• Engage in lobby leadership: orchestrate customer flow, warmly welcome customers, discover initial needs, and guide them appropriately.
• Understand customer banking preferences (when and how they want service) and educate customers on self‑service options that meet their needs.
• Act as a point of escalation for customer questions or concerns when needed.
• Perform teller transactions including check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to 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 to each interaction, turning every banking transaction into a personalized experience.
• Ensure compliance with operational activities per company guidelines (e.g., Bank Secrecy Act, Patriot Act) to minimize risk.
• Participate in store daily operations to align with TD’s risk framework.
• Understand and apply operating policies and procedures.
• Support timely and accurate completion of business processes and procedures.
• Escalate non‑standard or high‑risk transactions/activities as necessary.
• Ensure documentation is accurate, reflects client/business intentions, and is consistent with relevant rules and regulations.
• Exercise necessary due diligence to support the accuracy of all customer transactions/activities.
• Knowledgeably comply with the Bank Code of Conduct.
• Contribute to business objectives for Operational Excellence by understanding accountability in driving an operationally sound location.
• Execute with excellence by adhering to all risk and control policies and procedures.
• Participate fully as a team member, support a positive work environment that promotes service, quality, innovation, and teamwork, and ensure timely communication of issues.
• Support the team by continuously enhancing knowledge/expertise and participating in knowledge transfer.
• Participate in personal performance management and development activities.
• Keep others informed about the status/progress of projects and relevant day‑to‑day information.
• Contribute to a fair, positive, and equitable environment that supports a diverse workforce.
• Act as a brand ambassador for your business area/function and the Bank, both internally and externally.
• Utilize feedback from coaching sessions to demonstrate stronger performance.
• Establish relationships with partner bankers to make effective referrals.
• Contribute to a positive work environment by aligning to the TD Model, Brand, and Culture.
• Collaborate with team members to contribute to team and organizational success.
• Actively seek opportunities to improve work delivery with high attention to quality standards.
• Take ownership of your career and aspirations, seeking diverse feedback to continuously develop and enhance skills.
• Positively embrace change.
• Adhere to and participate in TD’s Shared Commitments and code of conduct expectations