More jobs:
Retail Banker - Franklin Avenue
Job in
Franklin Square, Nassau County, New York, 11010, USA
Listed on 2026-01-16
Listing for:
TD Securities
Full Time
position Listed on 2026-01-16
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Work Location
Franklin Square, New York, United States of America
Hours
40 hours per week
Pay Details
$24.25 – $32.50 USD
Line Of Business
Personal & Commercial Banking
The Retail Banker I is a customer liaison integral to delivering TD’s Brand promise by using financial expertise and consultative advice to assist Customers with their banking solutions and needs. This role supports business objectives by 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 to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team members 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 the business area, characterized by low to moderate complexity/risk.
- 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.
- Makes product recommendations based on Customer needs and highlights product features and benefits that 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 identifying Customer solutions and lead-focused outbound sales activities.
- Independently resolves customer issues, errors and problems, escalating when necessary.
- Builds working relationships with customers and explains detailed and/or complicated information.
- 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.
- Engages in conversations with customers about loan products, facilitates the application intake.
- Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
- HS Diploma or GED.
- 1+ years’ experience working with customers and/or sales in any capacity or equivalent demonstrated through volunteering, education, or military experience (preferred).
- Teller experience preferred.
- Must be able to complete teller training upon hire to take customer transactions.
- Demonstrated ability to engage in customer conversations while educating them on products and services preferred.
- Demonstrated organization skills to handle multiple tasks in a fast‑paced 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).
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×