TD Bank - Silver Spring, MD
posted 11 days ago
About the position
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. The position requires acting 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. It involves making product recommendations based on Customer needs, establishing and nurturing Customer relationships, utilizing Customer Relationship Management tools, and evaluating issues and problems to resolve customer concerns effectively.
Responsibilities
- Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD.
- Makes product recommendations based on Customer needs and highlights product features and benefits.
- Establishes and nurtures Customer relationships by actively listening to Customer needs and offering solutions.
- Utilizes Customer Relationship Management tools to proactively identify Customer solutions and lead-focused outbound sales activities.
- Evaluates issues, errors, and problems and independently resolves customer problems, escalating when necessary.
- Explains detailed and/or complicated information within the team.
- Participates in Customer outreach, servicing, and advice activities to deliver on our unexpectedly human promise.
- Engages in conversations with customers about loan products and facilitates the application intake.
Requirements
- HS Diploma or GED required; 2 year degree preferred.
- 2+ years of related experience working with customers and/or sales in any capacity.
- 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.
Nice-to-haves
- Teller experience (Preferred)
- Cross trained to take customer transactions upon hire.
- Notary License (Preferred)
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.
- Reward and recognition programs.
