Relationship Banker I (US) - Johnston, RI
TD · Johnston, RI · 1 mo ago
On-site$22.5–$29/hrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
Key info:
- Work Location: Johnston, Rhode Island, United States of America
- Hours: 40
- Pay Details: $22.50 - $29.00 USD
- TD is committed to providing fair and equitable compensation opportunities... (compensation policy description)
- Line Of Business: Personal & Commercial Banking
- Job Description: Retail Banker I is a customer liaison...
- Depth & Scope: ... (list of duties)
- Education & Experience: 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. 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 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).
- Customer Accountabilities: many bullet-like sentences.
- Shareholder Accountabilities: many bullet-like sentences.
- Employee/Team Accountabilities: many bullet-like sentences.
- OCC Language: about registration, NMLS, etc.
- Physical Requirements: list of percentages.
- Who We Are: description of TD.
- Our Total Rewards Package: description of benefits.
We need to extract sections: About the role (maybe from Job Description and Depth & Scope?), Responsibilities (Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities?), Requirements (Education & Experience?), Qualifications (maybe similar to Requirements?), Skills (list of skills like communication, organization, Microsoft Office, etc.), Benefits (Total Rewards Package), Pay (Pay Details), Schedule (Hours 40). Also maybe include Work Location? Not a required heading but could be placed in a paragraph.
We must not create sections with filler. Must ensure each section has substantive content.
Let's decide:
- About the role: Could combine Job Description paragraph and Depth & Scope paragraph (the first paragraph after Job Description). Provide a concise description.
- Responsibilities: Could list the bullet-like duties from Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities. But we need to avoid duplication. Could combine them into a single
- list of responsibilities.
- Requirements: Education & Experience (HS Diploma or GED, experience, teller experience preferred, NMLS registration, etc.)
- Qualifications: maybe similar to Requirements but we could treat as same? The instruction says use headings for sections like Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where. Usually Requirements = mandatory; Qualifications = preferred; Skills = specific abilities. Let's extract:
Mandatory: HS Diploma or GED; 1+ years' experience working with customers and/or sales; Must be able to complete teller training upon hire; Must maintain active registration status with NMLS; Must be eligible for employment with covered financial institution; Must be eligible for registration as a registered mortgage loan originator with NMLS; Satisfactory results on criminal background check and credit report check.
Preferred/Qualifications: Teller experience preferred; Demonstrated ability to engage in customer conversations while educating them on products and services preferred; Demonstrated organization skills; Excellent communication skills; Demonstrated ability to schedule and prioritize work; Demonstrated ability to work independently and within deadlines; Sound judgment; Proficient in Microsoft Office; Notary License (Preferred).
Skills: Could list communication, organization, scheduling, prioritization, independent work, judgment, problem solving, Microsoft Office proficiency, etc.
Benefits: Total Rewards Package description: base salary and variable compensation/incentive awards, health and well-being benefits, savings and retirement programs, etc. The text cut off but we have: "Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs," It ends abruptly but we have enough.
Pay: $22.50 - $29.00 USD.
Schedule: Hours 40 (presumably per week). Could also note full-time.
We also have Physical Requirements but no heading for that; we could maybe include under Responsibilities? Not needed.
We must not include boilerplate like "Who We Are" etc. But we could include a short paragraph about TD? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. "Who We Are" is not exactly boilerplate but could be considered company overview; maybe we can keep as part of About the role? But we already have About the role describing the role. Could include a brief TD overview in About the role? Might be okay but we need to preserve substantive info. However the instruction says "Prefer a few substantive sections over many thin ones." So we could combine company overview into About the role.
Let's craft sections:
About the role
The Retail Banker I serves as a customer liaison, delivering TD’s brand promise by providing financial expertise and consultative advice to help customers with banking solutions. The role involves identifying appropriate TD products, educating customers, making referrals, resolving issues, and building relationships while ensuring a positive customer experience. It requires proficiency in products and services, use of CRM tools, participation in outreach, and maintaining NMLS registration.
That covers Job Description and Depth & Scope.Responsibilities
- Deliver legendary customer experience by building trust, providing consultative support, and advocating for customers.
- Engage in lobby leadership: orchestrate customer flow, welcome customers, discover needs, guide appropriately.
- Educate customers on self-service options and digital channels.
- Act as a point of escalation for customer questions or concerns.
- Perform teller transactions (check cashing, deposits, transfers, withdrawals) while monitoring fraud mitigation.
- Ensure compliance with operational policies, procedures, Bank Secrecy Act, Patriot Act, and risk framework.
- Maintain accurate documentation and due diligence for customer transactions.
- Participate in store daily operations and support timely completion of business processes.
- Support team through knowledge sharing, performance development, and fostering a positive work environment.
- Act as a brand ambassador internally and externally, aligning with TD Model, Brand, and Culture.
- Utilize feedback from coaching to improve performance and seek diverse feedback for skill development.
- Adhere to TD's Shared Commitments and code of conduct.
- . We'll keep. We need to ensure we capture all responsibilities from the three accountability sections. Let's extract key points: Customer Accountabilities: - Delivers Legendary experience by helping customers, building relationships, delivering service and advice. - Understands and supports Bank's Customer Service Strategy: (1) building trust with educational content & tools, (2) providing consultative support, (3) advocating with proactive insights & recommendations. - Serves as Customer advocate improving financial confidence, providing resolution, proactive tips on saving time & money. - Consistently executes appropriate behaviors to deliver Legendary Customer experience via problem resolution or sound advice. - Engages in lobby leadership: orchestrating customer flow, warm welcome, discover initial needs, guides customer appropriately. - Understands customer preferences with banking (when and how they want) and educates on self-service options. - May act as point of escalation for Customer questions or concerns. - May perform teller transactions: check cashing, deposits, transfers, withdrawals while monitoring fraud mitigation and adhering to policies. - Considers impact of decisions on well-being of TD, customers, stakeholders. - Acts as brand champion internally and externally. - Recognizes transaction needs and educates clients on self-service channels including digital options. - Brings genuine self, turns each transaction into personalized interaction. Shareholder Accountabilities: - Ensures compliance when completing operational activities per company guidelines and regulations (Bank Secrecy Act, Patriot Act) to minimize risk. - Participates in Stores daily operations to ensure alignment with TD's risk framework. - Understands and applies operating policies and procedures. - Supports timely and accurate completion of business processes and procedures. - Escalates non-standard or high-risk transactions/activities as necessary. - Ensures documentation prepared/completed is accurate and reflects client/business intentions, consistent with rules/regulations. - Ensures necessary due diligence to support accuracy of all customer transactions/activities. - Knowledgeable of and complies with Bank Code of Conduct. - Contributes to business objectives for Operational Excellence by understanding accountability in driving operationally sound location. - Executes with excellence by adhering to all risk and control policies/procedures. Employee/Team Accountabilities: - Participates fully as team member, supports positive work environment promoting service, quality, innovation, teamwork, ensures timely communication. - Supports team by continuously enhancing knowledge/expertise, participates in knowledge transfer. - Participates in personal performance management and development activities. - Keeps others informed about status/progress of projects and relevant info. - Contributes to fair, positive, equitable environment supporting diverse workforce. - Acts as brand ambassador for business area/function and Bank, internally/externally. - Utilizes feedback through coaching sessions to demonstrate stronger performance. - Establishes relationships with partner bankers to make effective referrals. - Contributes to positive work environment by aligning to TD Model, Brand, Culture by participating fully as team member. - Collaborates with team members contributing to success of team and organization. - Actively seeks opportunities to improve delivery of work with high attention to quality standards. - Actively takes ownership of own career and aspirations, seeks diverse feedback to develop skills. - Positively embraces change. - Adheres and participates in TD's Shared Commitments and code of conduct expectations. - Engaged in advancing and sustaining a unique, inclusive culture reflecting TD's diversity agenda, creates extraordinary employee experience. We can combine into a concise list. Now Requirements section: Education & Experience plus NMLS registration etc. Let's list: - HS Diploma or GED required. - 1+ years' experience working with customers and/or sales in any capacity (or equivalent via volunteering, education, military experience). - Teller experience preferred. - Must be able to complete teller training upon hire to take customer transactions. - Must maintain active registration status with NMLS (Nationwide Mortgage Licensing System and Registry). - Must be eligible for employment with a covered financial institution per Regulation Z. - Must be eligible for registration as a registered mortgage loan originator with NMLS per SAFE Act. - Satisfactory results on criminal background check and credit report check required. Qualifications (preferred): Could list: - Demonstrated ability to engage in customer conversations while educating on products and services. - Demonstrated organization skills to handle multiple tasks in fast-paced environment. - Excellent communication skills (concise, clear, 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: Could be similar to qualifications but maybe we separate: Skills: Communication, Organization, Scheduling/Prioritization, Independent work, Judgment/Problem solving, Microsoft Office proficiency, Customer service, Relationship building, Product knowledge, Referral making, Compliance awareness, Team