Retail Banker I (US) - Epping, NH

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
• Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
• 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 welcomes, discovers 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 ensure seamless service delivery

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

• Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive customer experience
• Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
• 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
• Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Skills

• Customer service skills
• Financial analysis and planning
• Product knowledge and expertise
• Problem-solving and decision-making
• Microsoft Office proficiency
• Customer relationship management
• Effective communication and interpersonal skills

Benefits

TD is committed to providing fair and equitable compensation opportunities to all colleagues. 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

$22.50 - $29.00 USD

Schedule

40 hours per week