Retail Banker I - Washington, United States - TD Bank

TD Bank

Verified Company

Washington, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Work Location:

Washington, District of Columbia

Hours:

20

Pay Details:

$ $31.50 USD

Line of Business:

Personal & Commercial Banking

The Retail Banker I 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:

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
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 leadfocused outbound sales activities
Evaluates issues, errors and problems based on practices and existing precedents or procedures
Explains detailed and/or complicated information within the team
Builds working relationships with customers and related teams
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
Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Education & Experience:

HS Diploma or GED
1+ years related experience required
Teller experience (preferred)
Cross trained to take customer transactions
Superior Customer Service skills
Strong organization skills to handle multiple tasks in a fastpaced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and effective problem solving
Proficient in Microsoft Office
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 endtoend advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
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 that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution
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 the Customer relationship management tools to understand and gather Customer information to allow for Customer insights to be built to yield a deeper Customer experience and journey
Engages in lobby leadership by orchestrating Customer flow, warmly welcome, discover initial needs and guides Customer appropriately
Understands Customer preferences with banking (when and how they want) and educates Customers on selfservice options that meet their needs
May act as a point of escalation for Customer questions or concerns
May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
Considers the impact of decisions on the wellbeing of TD, its Customers and stakeholders
Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers
WOW at every opportunity
Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
Acts as a brand champion both internally and externally
Champions Customer service activities; supporting Customers through challenging times and life events
Recognizes transaction needs of clients and educates clients on selfservice channels