Relationship Banker I - Monroe Township (40)

TD Bank; Monroe Township (NJ); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank Group in Monroe Township, NJ seeks a Retail Banker I to serve as a customer liaison, delivering TD's Brand promise with financial expertise and consultative advice. You will assist customers with banking solutions, educate on products, and nurture relationships to achieve business goals and a Legendary customer experience.

The role emphasizes strong product knowledge, active listening, and proactive referrals, with responsibilities spanning from account services to outbound outreach

Qualifications

• HS Diploma or GED is required.
• 1+ years' experience working with customers and/or sales in any capacity or equivalent demonstrated through volunteering, education, 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)

Responsibilities

• Delivers Legendary experience by helping customers, building relationships, and delivering service and advice.
• Understands and supports the Bank's Customer Service Strategy; Delivers customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations.
• Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money.
• Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution.
• Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately.
• Understands customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs.

Skills

Customer conversations

MS Office

Education

HS Diploma or GED

Notary License (Preferred)

Tools

MS Office

Job description

Work Location:

Monroe Township, New Jersey, United States of America

Hours:

40

Pay Details:

22.50 - $29.00 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 at TD. Our 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 I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their 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.

Depth & Scope:

Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member 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 business area, and could be 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 ultimately 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 identifies 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)

Education & Experience:

HS Diploma or GED

1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: volunteering, education, 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)

Customer Accountabilities:

Delivers Legendary experience by helping customers, building relationships, and delivering service and advice

Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations

Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money

Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution

Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately

Understands customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs

May act as a point of escalation for Customer questions or con