Job summary
The Retail Banker I 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.
Job seniority: entry level
Responsibilities
• 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• 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• 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• Explains detailed and/or complicated information within the team• Builds working relationships with customers and related teams• Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise• Engages in conversations with customers about loan products, facilitates the application intake
Requirements
• Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk• HS Diploma or GED• 1+ years related experience required• Teller experience (Preferred)• Cross trained to take customer transactions• 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 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)
Key Skills Needed
• Superior Customer Service skills• Strong organization skills• Excellent communication skills• Sound judgment in decision making• Effective problem solving• Proficient in Microsoft Office
