Retail Banker II - Nutley/Franklin (40 hour)
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.
Depth & Scope
- Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking
- 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
- 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
- Evaluates issues, errors and problems based on practices and existing precedents or procedures and independently resolves customer problems escalating when necessary
- Explains detailed and/or complicated information within the team
- Buils working relationships with customers and related teams
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
- Superior Customer Service skills
- Strong organization skills to handle multiple tasks in a fast-paced environment
- Excellent communication skills with ability to be concise, clear and consistent
- Demonstrated effective problem-solving skills
- Demonstrated ability to schedule and prioritize work
- Demonstrated ability to work independently and within deadlines
- Proficient in Microsoft Office
- Ability to provide community services, including, but not limited to, Financial Education classes
- Notary License (Preferred)
Physical Requirements
- Performing sedentary work – Continuous
- Performing 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
- Kneeling – Occasional
- Crawling – Occasional
- Reaching overhead – Occasional
- Reaching forward – Occasional
- Pushing – Occasional
- Sitting for long periods of time – Continuous
- Responding to sounds – Continuous
- Reading, writing and comprehending instructions – Continuous
- Adding, subtracting, multiplying and dividing – Continuous
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation.