Retail Banker I - South Hills, Wappingers Falls

TD Bank • Wappingers Falls, NY

292d • $22 - $29

About The Position

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their 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. 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. 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. 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. 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. Independently resolves customer issues, errors and problems, escalating when necessary. Builds working relationships with customers and explains detailed and/or complicated information. Requires full proficiency gained through job related training to perform a range of activities. 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).

Requirements

• High School Diploma or GED.
• 1+ years' experience working with customers and/or sales.
• Teller experience preferred.
• Ability to engage in customer conversations and educate on products.
• Demonstrated organizational skills in a fast-paced environment.
• Excellent communication skills.
• Proficient in Microsoft Office.
• Must complete teller training upon hire.

Nice To Haves

• Notary License.

Responsibilities

• Deliver exceptional customer service and build strong customer relationships.
• Educate customers on bank products and services.
• Make product recommendations based on customer needs.
• Utilize customer relationship management tools for assessments and sales activities.
• Resolve customer issues independently and escalate when necessary.
• Participate in customer outreach and advice activities.
• Engage in conversations about loan products and facilitate application intake.
• Ensure compliance with operational activities and regulations.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED