Retail Banker II; Skyland
Listed on 2026-02-01
-
Customer Service/HelpDesk
Bilingual -
Finance & Banking
Job Description
Job Profile Summary
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.
- Executes TD's Brand promise to customers by consistently executing appropriate behaviors to deliver a Legendary Customer experience in the Store
- Performs customer transactions including deposits, withdrawals, loan and safe deposit box payments efficiently
- Processes cash transactions such as cashing checks, verifying currency, balancing cash drawer, and night deposits with a high level of accuracy
- Responds to and resolves customer inquiries and concerns using standard procedures and escalating to management as necessary
- Engages in lobby leadership by orchestrating customer flow, warmly welcoming customers, and guiding appropriately
- Understands customer preferences with banking (when and how they want) and educates customers on self-service/digital options that meet their needs
- Acts as an advocate for the customer by conducting needs-based conversations; offering financial & digital solutions, and/or referring the customer to appropriate partner to provide solutions
- Trains and acts as a mentor to new Tellers
- Assists supervisors with daily duties as directed by Store leadership
- Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
- Verifies customers' identities by following customer authentication policies &procedures
- Balances cash drawers, Automated Teller Machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary
- Adheres to safe deposit box procedures/operations and guidelines
- Responsible and accountable for cash drawers and vaults including maintaining appropriate cash limits and securing cash at all times
- Accountable for ensuring confidential customer information is securely stored throughout the day
- Understands the importance of and follows dual control
- Follows all security and audit measures to minimize potential loss
- Utilizes bank tools and processes to detect, address and prevent fraud
- Expected to complete all required in-classroom training and on-line training by established due dates
- High school diploma or GED
- 1 year teller or cash handling experience preferred
- Demonstrated Customer Service skills preferred
- Ability to work weekends, evenings, holidays as scheduled
- Strong organizational skills
- Detail-oriented
- Ability to function in a fast-paced and changing environment
- Excellent communication skills with ability to be concise, clear and consistent
Never: 0%;
Occasional: 1-33%;
Frequent: 34-66%;
Continuous: 67-100%
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Frequent
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Continuous
Sitting – Occasional
Standing – Continuous
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Occasional
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – 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. The listed…
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