Retail Banker I - Lawrence Park PA (Full Time)

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

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
• 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
• Bridges the gap between customers and internal teams to resolve issues and provide solutions

Requirements

• Must be able to complete teller training upon hire to take customer transactions
• Must be able to maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
• Must be able to maintain an active registration status with the NMLS (National Registry of Mortgage Loan Originators)
• Must be able to maintain an active registration status with the NMLS (National Registry of Notaries)

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
• 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)

Skills

• Customer service skills
• Financial analysis
• Product knowledge
• Problem-solving
• Communication skills
• Time management
• Customer relationship management

Benefits

TD offers a comprehensive benefits package that includes:

• Health and wellness benefits
• Retirement savings plans
• Flexible spending accounts
• Life insurance
• Disability insurance
• Short-term disability
• Long-term disability
• Employee assistance program
• Discounts on travel, dining, and entertainment
• Professional development opportunities

Pay

$22.50 - $29.00 USD per hour

Schedule

Full-time, Monday through Friday, 8:00 AM - 5:00 PM