Retail Banker II ( Leesburg)

Job Description

The Retail Banker II is a customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding 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.

Education & Experience

• HS Diploma or GED required; 2 year degree preferred
• 2+ years of related experience working with customers and/or sales in any capacity
• Teller experience (Preferred)
• Cross trained to take customer transactions upon hire

Customer Accountabilities

• Delivers Legendary Experience by helping Customers, building relationships, delivering service and advice to TD Customers
• Serves as a Customer advocate in providing Customer resolution, proactive tips and insights on saving time & money
• Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
• Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
• Acts as a brand champion both internally and externally

Shareholder Accountabilities

• Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
• Promotes full suite of products, sales, services and banking capabilities
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high-risk transactions/activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities

Employee/Team Accountabilities

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
• Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally

Physical Requirements

• Performing sedentary work – 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
• Reaching overhead – Occasional
• Reaching forward – Occasional
• Pushing – Occasional
• Sitting for long periods of time – Continuous
• Standing for long periods of time – Continuous
• Walking for long periods of time – Occasional
• Applying common sense to deal with problems involving standardized situations – Continuous
• Reading, writing and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous