Retail Banker II

4 weeks ago

Washington, United States TD Bank Full time

Work Location: Washington, District de Columbia, États-Unis d'Amérique Hours: 40 Line of Business: Services bancaires personnels et commerciaux Pay Detail: $24.75 - $34.00 USD 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. Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by moderate complexity/risk. 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. 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. Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry). 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). Customer Accountabilities: Delivers Legendary Experience by helping Customers, building relationships, delivering service and advice to TD Customers. Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect. Serves as a Customer advocate in providing Customer resolution, proactive tips and insights on saving time & money. Consistently executes appropriate behaviors to deliver a Legendary Customer experience. Engages in lobby leadership by orchestrating Customer flow, warmly welcome, discover initial needs and guides Customer appropriately. Understands Customer preferences with banking and educates Customers on self-service options. May act as a point of escalation for Customer questions or concerns. May perform a variety of (teller) transactions while monitoring fraud mitigation and adhering to established operational policies and procedures. Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers. Shareholder Accountabilities: Ensures compliance when completing operational activities in accordance with company guidelines and regulations. Promotes full suite of products, sales, services and banking capabilities. Supports the timely and accurate completion of business processes and procedures. Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment. Supports the team by continuously enhancing knowledge/expertise. Actively seeks opportunities to improve delivery of work. Physical Requirements: Domestic Travel – Occasional. Performing sedentary work – Continuous. Responding quickly to sounds – Occasional. Concentrating for long periods of time – Continuous. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. Who We Are: TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients. Our Total Rewards Package: Our Total Rewards package reflects the investments we make in our colleagues to help them achieve their financial, physical and mental well-being goals. Additional Information: We’re delighted that you’re considering building a career with TD. Accommodation: If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #J-18808-Ljbffr

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