Retail Banking Specialist

2 months ago

Washington DC USA, United States TD Bank Full time
Job Description

Job Title: Retail Banker II Float

Job Summary: We are seeking a highly skilled and customer-focused Retail Banker II Float to join our team. As a Retail Banker II Float, you will be responsible for delivering legendary customer experiences by providing financial expertise and consultative advice to customers. You will work in multiple locations, utilizing your knowledge of TD's products and services to identify and recommend solutions that meet customers' financial goals and needs.

Key Responsibilities:

  • Act as a subject matter expert in the store, providing advice and guidance to customers and colleagues on TD's products and services.
  • Make product recommendations based on customer needs and provide detailed information on product features and benefits.
  • Utilize customer relationship management tools to proactively identify customer solutions and lead-focused outbound sales activities.
  • Evaluate issues, errors, and problems based on practices and existing precedents or procedures.
  • Build working relationships with customers and related teams.
  • Participate in customer outreach, servicing, and advice activities to deliver on our unexpectedly human promise.
  • Engage in conversations with customers about loan products and facilitate the application intake.
  • Maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).

Requirements:

  • HS Diploma or GED required; 2-year degree preferred.
  • 2+ years of related experience required.
  • Teller experience preferred.
  • Cross-trained to take customer transactions.
  • Requires agility, teamwork, and flexibility to adapt to different locations and environments.
  • Must be able to do same-day travel to multiple work locations within a designated region or area.
  • Superior customer service skills.
  • Strong organization skills to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills with the 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 financial education classes.
  • Notary license preferred.

What We Offer:

  • A competitive salary and variable compensation/incentive awards.
  • A comprehensive benefits package, including health and well-being benefits, savings and retirement programs, paid time off, and banking benefits and discounts.
  • Regular career development and performance conversations with your manager.
  • Access to an online learning platform and mentoring programs to help you unlock future opportunities.

About TD Bank:

TD Bank is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We are a diverse and inclusive organization, with a passion for helping our customers and communities thrive. If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.

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