Retail Banker I - Jefferson Valley

About the role

The Retail Banker I is a customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist customers with their banking solutions/needs.

Responsibilities

• Utilizes customer relationship management tools to proactively play a key role in customer assessments, proactively identifies customer solutions and lead-focused outbound sales activities
• Independently resolves customer issues, errors and problems, escalating when necessary
• Makes product recommendations based on customer needs and highlights product features and benefits that ultimately support customers through challenging times and life events, save time and money, and exceed their needs
• Delivers Legendary experience by helping customers, building relationships, and delivering service and advice
• Serves as a customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money
• Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately
• May act as a point of escalation for customer questions or concerns
• Performs a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
• Considers the impact of decisions on the well-being of TD, its customers and stakeholders
• Acts as a brand champion both internally and externally
• Brings your genuine self and turns each banking transaction into a personalized interaction, one customer at a time

Requirements

• 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
• 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)

Qualifications

• 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
• Eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.5102 et seq., and its implementing regulations, 12 CFR Part 1007

Skills

• Financial expertise
• Consultative advice
• Product knowledge
• Customer relationship management
• Customer service
• Problem-solving
• Microsoft Office proficiency

Benefits

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.

Pay

$24.25 - $32.50 USD

Schedule

Sedentary work – Continuous

Multiple tasks – Continuous

Operating standard office equipment – Continuous

Responding quickly to sounds – Continuous

Sitting – Frequent

Standing – Frequent

Walking – Occasional

Lifting/Carrying (under 25 lbs.) – Occasional

Lifting/Carrying (over 25 lbs.) – Occasional

Squatting – Occasional

Bending – Occasional

Kneeling – Occasional

Crawling – Occasional

Climbing – Occasional

Reaching overhead – Occasional

Reaching forward – Occasional

Pushing – Occasional

Pulling – Occasional

Twisting – Occasional

Concentrating for long periods of time – Continuous

Applying common sense to deal with problems involving standardized situations – Continuous

Reading, writing and comprehending instructions – Continuous

Adding, subtracting, multiplying and dividing – Continuous