Retail Banking Relationship Advisor

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

Job summary

The Retail Banker I at TD Bank Group (TD) in Jamaica Plain, MA, is a customer liaison who uses financial expertise and consultative advice to assist customers with banking solutions and needs. You’ll identify TD products to help customers achieve financial goals and strengthen their relationship with TD.

This role emphasizes education on bank products, proactive customer outreach, and delivering a Legendary experience.

Qualifications

• HS Diploma or GED 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.
• Serves as a Customer advocate in improving customer financial confidence, providing proactive tips and insights on saving time and money.
• Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store.
• Engages in lobby leadership by orchestrating customer flow, warmly welcoming, discovering initial needs and guiding customers appropriately.

Skills

Customer service

Sales

Communication

CRM

Education

HS Diploma or GED

Notary License (Preferred)

Tools

Microsoft Office

Job description

The Retail Banker I at TD Bank Group (TD) in Jamaica Plain, MA, is a customer liaison who uses financial expertise and consultative advice to assist customers with banking solutions and needs. You’ll identify TD products to help customers achieve financial goals and strengthen their relationship with TD.

This role emphasizes education on bank products, proactive customer outreach, and delivering a Legendary experience.