Retail Banking Advisor - Grow Your Career & Help Clients

TD Bank Group (TD); Quincy (MA); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank in Quincy, Massachusetts seeks a Retail Banker I to serve as a customer liaison, delivering TD's brand promise through financial expertise and consultative advice. The role focuses on helping customers achieve financial goals while growing their relationship with TD.

Responsibilities include educating customers on bank products, building relationships, and processing transactions. A base understanding of the full TD product suite and NMLS registration are important components of this

Qualifications

• HS Diploma or GED required.
• 1+ years' experience working with customers or sales, or equivalent demonstrated by volunteering/education/military.
• Teller experience preferred and training is required upon hire.
• Notary license preferred but not required.

Responsibilities

• Educate customers on TD products and services and refer to appropriate partners.
• Build customer relationships through product knowledge and consultative advice.
• Assist customers with banking solutions and process transactions with accuracy and care.
• Utilize CRM tools to identify solutions and follow up on opportunities.
• Resolve customer issues independently and escalate when needed.

Education

HS Diploma or GED

1+ years' experience with customers/sales

Teller experience preferred

Notary License (Preferred)

Job description

TD Bank in Quincy, Massachusetts seeks a Retail Banker I to serve as a customer liaison, delivering TD's brand promise through financial expertise and consultative advice. The role focuses on helping customers achieve financial goals while growing their relationship with TD.

Responsibilities include educating customers on bank products, building relationships, and processing transactions. A base understanding of the full TD product suite and NMLS registration are important components of this