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Retail Banker II; Kings Drive

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: TD Securities
Full Time position
Listed on 2026-02-01
Job specializations:
  • Entertainment & Gaming
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Retail Banker II (40) Kings Drive

Overview

Work Location: Charlotte, North Carolina, United States of America

Hours: 40

Pay Details: $23.25 - $30.75 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role."

Line Of Business: Personal & Commercial Banking

Job Description: 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 and 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
  • Acts as a subject matter expert in the store for both customers and colleagues regarding all TD products, services, policies, and procedures, especially personal and business banking.
  • Requires broad knowledge of the full product suite, services and processes of the business area, with moderate complexity/risk.
  • Makes product recommendations based on customer needs and highlights features and benefits that support customers through life events, save time and money, and exceed their needs.
  • Establishes and nurtures customer relationships by displaying product knowledge, actively listening, and identifying additional needs to offer solutions or partner referrals.
  • Uses Customer Relationship Management tools to proactively assess customers and lead-focused outbound sales activities.
  • Evaluates issues and resolves problems based on established practices, escalating when necessary.
  • Explains detailed information within the team and builds working relationships with customers and related teams.
  • Requires full proficiency gained through job-related training to perform a range of activities and participates in customer outreach and advice activities.
  • Engages in conversations with customers about loan products and facilitates the application intake.
  • Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
Education & Experience
  • HS Diploma or GED required; 2 year degree preferred
  • 2+ years of related experience working with customers and/or sales in any capacity
  • Teller experience (Preferred)
  • Cross trained to take customer transactions upon hire
  • 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)
Customer Accountabilities
  • Delivers Legendary Experience by helping customers, building relationships, delivering service and advice
  • Understands and supports the bank's customer service strategy; delivers end-to-end advice with educational content and tools, consultative support, and proactive insights and recommendations
  • Serves as a customer advocate in providing resolution and proactive tips to save time and money
  • Executes behaviors to deliver a Legendary customer experience in the store through problem resolution or sound advice
  • Engages in lobby leadership by guiding customer flow and identifying needs
  • Educates customers on self-service options that meet their needs
  • May act as a point of escalation for customer questions or concerns
  • May perform teller…
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