Retail Banker I (Forest Hills/Metro) Full-Time

About the position

The Retail Banker I at TD Bank serves as a vital customer liaison, embodying the bank's commitment to delivering exceptional service and financial expertise. This role is integral to fulfilling TD's brand promise by providing consultative advice to customers regarding their banking needs and solutions. The Retail Banker I is responsible for identifying opportunities to educate customers about the bank's products and services, ensuring a positive customer experience while contributing to the bank's business objectives. This position requires a comprehensive understanding of the bank's product suite and services, enabling the banker to make informed recommendations that align with customer needs and financial goals. In this role, the Retail Banker I will utilize Customer Relationship Management tools to proactively assess customer needs and engage in outbound sales activities. The banker will also be responsible for facilitating loan applications, maintaining an active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS), and participating in customer outreach initiatives. The position demands a high level of customer service, requiring the banker to build strong relationships with customers and collaborate effectively with internal teams to deliver a legendary customer experience. The Retail Banker I will engage in various customer service activities, including educating customers on self-service options, performing teller transactions, and acting as a point of escalation for customer inquiries. The banker will also be expected to contribute to a positive work environment, support team objectives, and participate in personal development activities to enhance their skills and knowledge within the banking sector.

Responsibilities
• Serve as a customer liaison, providing consultative advice on banking solutions.
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• Identify opportunities to educate customers on bank products and services.
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• Utilize Customer Relationship Management tools for customer assessments and outbound sales activities.
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• Facilitate loan application intake and maintain active registration with NMLS.
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• Engage in customer outreach and servicing activities to deliver exceptional service.
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• Build and nurture relationships with customers and internal teams.
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• Perform teller transactions while adhering to operational policies and procedures.
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• Act as a point of escalation for customer questions or concerns.
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• Promote the full suite of products and services offered by the bank.
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• Support team objectives and contribute to a positive work environment.

Requirements
• High School Diploma or GED required.
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• 1+ years of related experience required.
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• Teller experience preferred.
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• Superior customer service skills.
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• Strong organizational skills to manage multiple tasks in a fast-paced environment.
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• Excellent communication skills, concise and clear.
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• Ability to schedule and prioritize work effectively.
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• Demonstrated ability to work independently and meet deadlines.
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• Sound judgment in decision-making and effective problem-solving skills.
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• Proficient in Microsoft Office.

Nice-to-haves
• Notary License preferred.
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• Cross-trained to handle customer transactions.

Benefits
• Base salary and variable compensation/incentive awards.
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• Health and well-being benefits.
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• Savings and retirement programs.
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• Paid time off including Vacation PTO, Flex PTO, and Holiday PTO.
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• Banking benefits and discounts.
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• Career development opportunities.
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• Reward and recognition programs.

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