Retail Banker - Cheshire, CT

Work Location

Cheshire, Connecticut, United States

40 hours per week

$22.50 – $29.00 USD per hour

The Retail Banker I is a customer liaison that delivers TD’s Brand promise by offering financial expertise and consultative advice. The role supports business objectives by identifying TD solutions that help customers meet their financial goals.

• Proficient in products, services, and routine transactions to identify opportunities for product education and referrals.
• Broad knowledge of the full product suite with low to moderate complexity/risk.
• Builds and nurtures customer relationships, actively listening and discussing additional needs.
• Recommends products based on customer needs, highlighting features and benefits.
• Uses CRM tools for customer assessments and outbound sales activities.
• Independently resolves customer issues; escalates when necessary.
• Explains detailed or complicated information to customers.
• Completes a range of activities post job‑related training.
• Participates in outreach, servicing, and advice activities.
• Engages customers in conversations about loan products and facilitates application intake.
• Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).

• High School Diploma or GED.
• 1+ year experience with customers or sales (volunteer, education, military preferred).
• Teller experience preferred.
• Will complete teller training upon hire.
• Strong customer engagement and product education skills.
• Organizational skills to manage multiple tasks in a fast‑paced environment.
• Excellent communication skills: concise, clear, consistent.
• Ability to schedule, prioritize, and work independently within deadlines.
• Sound judgment and effective problem‑solving.
• Proficient in Microsoft Office.
• Notary License preferred.

• Delivers legendary experience by building relationships and providing service and advice.
• Supports the bank’s Customer Service Strategy and delivers end‑to‑end advice.
• Acts as a customer advocate, providing proactive tips and solutions.
• Executes appropriate behaviors for a legendary customer experience.
• Guides customer flow, welcomes, discovers needs, and directs appropriately.
• Educates customers on self‑service options.
• May act as a point of escalation for customer concerns.
• May perform teller transactions while monitoring fraud mitigation.
• Considers the impact of decisions on the well‑being of TD and customers.
• Acts as a brand champion internally and externally.
• Recognizes transaction needs and educates clients on digital channels.
• Brings genuine self to personalized interactions.

• Ensures compliance with operational activities per company guidelines.
• Participates in daily operations aligning with TD’s risk framework.
• Applies operating policies and procedures.
• Supports timely and accurate completion of business processes.
• Escalates non‑standard or high‑risk transactions when needed.
• Maintains accurate documentation reflecting client intentions.
• Performs due diligence for transaction accuracy.
• Complies with the Bank Code of Conduct.
• Contributes to operational excellence initiatives.
• Executes with excellence adhering to risk and control policies.

• Participates as a team member, supporting a positive work environment.
• Continuously enhances knowledge and shares expertise with the team.
• Participates in personal performance and development activities.
• Communicates project status and relevant updates.
• Supports a diverse workforce and equitable environment.
• Acts as a brand ambassador both internally and externally.
• Uses coaching feedback to improve performance.
• Establishes relationships for effective referrals.
• Aligns with TD’s model, brand, and culture.
• Collaborates to achieve team and organizational success.
• Seeks quality improvements in work delivery.
• Owns career development and seeks feedback.
• Embraces change positively.
• Adheres to TD’s Shared Commitments and Code of Conduct.
• Sustains an inclusive culture reflecting TD’s diversity agenda.

• This position falls within Loan Originator and Mortgage Loan Originator definitions under Regulation Z…