Retail Banker I/Juniata/Bilingual Spanish preferred

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.
• 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.
• 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.
• Bridges the gap between customers and internal resources to resolve customer issues.

Requirements

• Must be able to complete teller training upon hire to take customer transactions.
• 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

• 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.

Skills

• Customer Relationship Management.
• Financial Expertise.
• Consultative Advice.
• Product Knowledge.
• Customer Advocacy.
• Outbound Sales Activities.
• Customer Issue Resolution.
• Customer Financial Confidence.
• Customer Resolution.
• Proactive Tips and Insights.
• Customer Flow Management.
• Self-Service Options.
• Loan Products.
• Banking Solutions.
• Customer Service Strategy.
• Operational Policies and Procedures.
• Regulatory Compliance.
• Customer Transaction Processing.
• Customer Data Management.
• Customer Communication.
• Customer Relationship Building.
• Customer Relationship Management Tools.
• Customer Relationship Assessment.
• Customer Relationship Development.
• Customer Relationship Maintenance.
• Customer Relationship Enhancement.
• Customer Relationship Optimization.
• Customer Relationship Improvement.
• Customer Relationship Strengthening.
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