Client-Focused Banking Advisor (Retail & Loans)

TD; Moorestown Township (NJ); On-site; USD 47,000 - 60,000; Full time

Job summary

TD in Moorestown, NJ is seeking a Retail Banker I to assist customers with banking solutions, educate them on TD products, and help grow customer relationships. You will process transactions and refer complex needs to appropriate partners while delivering a positive banking experience.

The role requires strong communication, a customer-first mindset, and the ability to manage multiple tasks in a fast-paced store environment with adherence to regulatory requirements.

Qualifications

• HS Diploma or GED required.
• Experience in customer service and/or sales preferred.
• Ability to communicate clearly and build customer relationships.

Responsibilities

• Assist customers with banking solutions and needs.
• Provide consultative advice and identify opportunities for TD products.
• Educate customers about TD services and refer to specialists when appropriate.
• Process routine transactions accurately and efficiently.
• Maintain knowledge of TD product suite and comply with policies.

Skills

Customer service

Sales

Communication

Team collaboration

Education

HS Diploma or GED

Tools

Microsoft Office

Job description

TD in Moorestown, NJ is seeking a Retail Banker I to assist customers with banking solutions, educate them on TD products, and help grow customer relationships. You will process transactions and refer complex needs to appropriate partners while delivering a positive banking experience.

The role requires strong communication, a customer-first mindset, and the ability to manage multiple tasks in a fast-paced store environment with adherence to regulatory requirements.