Retail Banker I (30) - Budd Lake (Hackettstown)
TD Securities, Hackettstown, New Jersey, us, 07840
Overview
Work Location: Hackettstown, New Jersey, United States of America
Hours: 30
Pay Details: $24.25 - $32.50 USD
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.
Responsibilities
Proficient in products, services and routine transactions to educate Customers on Bank products and services and refer them to the appropriate team member or internal partners while ensuring a positive Customer experience.
Demonstrates broad knowledge of the full product suite and processes; activities are low to moderate complexity/risk.
Establishes and nurtures Customer relationships by displaying product knowledge, listening to Customer needs, and offering additional solutions or referrals.
Makes product recommendations based on Customer needs and highlights features and benefits to support Customers through life events, save time and money, and exceed needs.
Uses Customer relationship management tools to proactively identify solutions and lead-focused outbound activities.
Independently resolves customer issues and escalates when necessary.
Builds working relationships with customers and explains detailed or complicated information.
Participates in Customer outreach, servicing and advice activities to deliver TD’s customer experience commitments.
Engages in conversations about loan products and facilitates application intake.
Maintains 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 volunteering, education, military experience (preferred).
Teller experience (preferred)
Must complete teller training upon hire to take customer transactions
Ability to engage customers in conversations while educating them on products and services
Strong organizational skills to handle multiple tasks in a fast-paced environment
Excellent communication skills; concise, clear and consistent
Ability to schedule and prioritize work; work independently and within deadlines
Sound judgment 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.
Supports the Bank's Customer Service Strategy by providing end-to-end advice, consultative support, and proactive insights.
Advocates for customers with proactive tips and savings opportunities.
Guides customer flow in the store and educates on self-service options that meet needs.
May act as a point of escalation for customer questions or concerns.
Performs teller transactions as needed while monitoring for fraud and adhering to policies.
Acts as a brand ambassador and educates clients on digital channels.
Shareholder & Employee/Team Accountabilities
Ensures compliance with Bank Secrecy Act / Patriot Act requirements and risk controls.
Participates in store operations consistent with TD's risk framework and policies.
Completes necessary documentation accurately and reflects client intentions.
Supports operational excellence and adheres to risk and control policies.
Contributes to a positive, diverse, and inclusive work environment; acts as a brand ambassador.
Engages in ongoing development, knowledge sharing, and performance conversations.
Collaborates with partner bankers for effective referrals and team success.
OCC Language
This position falls within the definition of Loan Originator under Regulation Z and Mortgage Loan Originator definitions under the SAFE Act.
Must be eligible for employment with a covered financial institution under Regulation Z.
Must be eligible for registration as a registered mortgage loan originator with the NMLS.
Requires satisfactory results on a criminal background check and a credit report, and related disclosures as required by law.
Physical Requirements Physical demands align with typical office work and listed activities, including sedentary work, lifting up to 25 lbs, and frequenting standing or walking as described in the role description.
Who We Are TD is a leading global financial institution. We are committed to customer experience and supporting colleagues’ growth through leadership and development programs. We offer regular development conversations and training, with opportunities across the organization.
Our Total Rewards Package Base salary and variable incentives, health and well-being benefits, retirement programs, paid time off, banking benefits and discounts, career development, and recognition programs. Learn more.
Additional Information We’re delighted you’re considering a career with TD. We provide regular development conversations, training programs, and a competitive benefits plan to support colleagues at work and at home.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. If accommodations are needed during the application process, please contact us.
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Hours: 30
Pay Details: $24.25 - $32.50 USD
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.
Responsibilities
Proficient in products, services and routine transactions to educate Customers on Bank products and services and refer them to the appropriate team member or internal partners while ensuring a positive Customer experience.
Demonstrates broad knowledge of the full product suite and processes; activities are low to moderate complexity/risk.
Establishes and nurtures Customer relationships by displaying product knowledge, listening to Customer needs, and offering additional solutions or referrals.
Makes product recommendations based on Customer needs and highlights features and benefits to support Customers through life events, save time and money, and exceed needs.
Uses Customer relationship management tools to proactively identify solutions and lead-focused outbound activities.
Independently resolves customer issues and escalates when necessary.
Builds working relationships with customers and explains detailed or complicated information.
Participates in Customer outreach, servicing and advice activities to deliver TD’s customer experience commitments.
Engages in conversations about loan products and facilitates application intake.
Maintains 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 volunteering, education, military experience (preferred).
Teller experience (preferred)
Must complete teller training upon hire to take customer transactions
Ability to engage customers in conversations while educating them on products and services
Strong organizational skills to handle multiple tasks in a fast-paced environment
Excellent communication skills; concise, clear and consistent
Ability to schedule and prioritize work; work independently and within deadlines
Sound judgment 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.
Supports the Bank's Customer Service Strategy by providing end-to-end advice, consultative support, and proactive insights.
Advocates for customers with proactive tips and savings opportunities.
Guides customer flow in the store and educates on self-service options that meet needs.
May act as a point of escalation for customer questions or concerns.
Performs teller transactions as needed while monitoring for fraud and adhering to policies.
Acts as a brand ambassador and educates clients on digital channels.
Shareholder & Employee/Team Accountabilities
Ensures compliance with Bank Secrecy Act / Patriot Act requirements and risk controls.
Participates in store operations consistent with TD's risk framework and policies.
Completes necessary documentation accurately and reflects client intentions.
Supports operational excellence and adheres to risk and control policies.
Contributes to a positive, diverse, and inclusive work environment; acts as a brand ambassador.
Engages in ongoing development, knowledge sharing, and performance conversations.
Collaborates with partner bankers for effective referrals and team success.
OCC Language
This position falls within the definition of Loan Originator under Regulation Z and Mortgage Loan Originator definitions under the SAFE Act.
Must be eligible for employment with a covered financial institution under Regulation Z.
Must be eligible for registration as a registered mortgage loan originator with the NMLS.
Requires satisfactory results on a criminal background check and a credit report, and related disclosures as required by law.
Physical Requirements Physical demands align with typical office work and listed activities, including sedentary work, lifting up to 25 lbs, and frequenting standing or walking as described in the role description.
Who We Are TD is a leading global financial institution. We are committed to customer experience and supporting colleagues’ growth through leadership and development programs. We offer regular development conversations and training, with opportunities across the organization.
Our Total Rewards Package Base salary and variable incentives, health and well-being benefits, retirement programs, paid time off, banking benefits and discounts, career development, and recognition programs. Learn more.
Additional Information We’re delighted you’re considering a career with TD. We provide regular development conversations, training programs, and a competitive benefits plan to support colleagues at work and at home.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. If accommodations are needed during the application process, please contact us.
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