Retail Banker I- Jamison, PA (40 hours)
TD Securities, Jamison, PA, United States
Work Location
Jamison, Pennsylvania, United States of America
Hours 40 hours per week
Pay Details USD 22.50 – 29.00 per hour. Base pay may vary based on skills, experience and location.
Line Of Business Personal & Commercial Banking
Job Description The Retail Banker I is a customer liaison integral to delivering TD’s brand promise by utilizing financial expertise and consultative advice to assist customers with their banking solutions and needs. This role contributes to the achievement of business objectives by 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; identifies opportunities to educate on bank products and refer customers to appropriate team members.
Has broad knowledge of the full product suite, services and processes; manages low to moderate complexity/risk tasks.
Establishes and nurtures customer relationships through product knowledge, active listening and engaging conversations.
Makes product recommendations based on customer needs and highlights product features and benefits.
Utilizes customer relationship management tools for assessment, identifies solutions and leads outbound sales activities.
Independently resolves customer issues and escalates when necessary.
Builds working relationships, explains detailed information, and participates in customer outreach, servicing and advice activities.
Engages in conversations about loan products, facilitates application intake.
MUST maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
Education & Experience
HS Diploma or GED.
1+ year experience working with customers or in sales (volunteering, education, military experience preferred).
Teller experience preferred, with ability to complete teller training upon hire.
Demonstrated ability to engage in customer conversations and educate 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 meet deadlines.
Sound judgment, decision‑making and problem‑solving skills.
Proficiency in Microsoft Office.
Notary License (Preferred).
Customer Accountabilities
Delivers legendary experience by building relationships and delivering service and advice.
Supports the bank’s customer service strategy with end‑to‑end advice, consultative support and proactive insights.
Acts as a customer advocate, providing resolution and savings tips.
Executes appropriate behaviors to deliver an unexpectedly human customer experience.
Orchestrates customer flow, welcomes, discovers needs and guides appropriately.
Educates customers on self‑service options and digital channels.
May act as a point of escalation for customer questions.
Performs teller transactions (cash, deposits, transfers, withdrawals) while monitoring fraud and adhering to policies.
Considers impact of decisions on TD, its customers and stakeholders.
Acts as a brand champion internally and externally.
Encourages personalized interaction for each transaction.
Shareholder Accountabilities
Ensures compliance with operational activities per company guidelines and regulations (BSA, Patriot Act).
Participates in daily operations aligning with TD’s risk framework.
Applies operating policies and procedures accurately.
Supports timely and accurate completion of business processes.
Escalates non‑standard or high‑risk transactions as necessary.
Ensures accurate documentation of all customer transactions.
Performs due diligence to support transaction accuracy.
Complies with Bank Code of Conduct.
Contributes to operational excellence through accountability.
Upholds risk and control policies and procedures.
Employee/Team Accountabilities
Participates fully as team member and supports a positive work environment.
Enhances knowledge, participates in knowledge transfer.
Engages in personal performance management and development activities.
Keeps others informed about project status.
Contributes to an equitable environment supporting diversity.
Acts as brand ambassador internally and externally.
Uses feedback from coaching to improve performance.
Establishes relationships with partner bankers for referrals.
Collaborates with team for organizational success.
Seeks opportunities to improve work delivery with quality focus.
Takes ownership of career, seeks diverse feedback.
Embraces change positively.
Participates in TD’s shared commitments and code of conduct expectations.
Advances an inclusive culture reflecting TD’s diversity agenda.
OCC Language
Position falls within Loan Originator definitions under Regulation Z and SAFE Act.
Must be eligible for employment and registration as a registered mortgage loan originator with NMLS.
Requires satisfactory results on criminal and credit background checks per federal law.
Physical Requirements Varied activities: sedentary work (continuous), performing multiple tasks (continuous), operating standard office equipment (continuous), responding to sounds (continuous), sitting (frequent), standing (frequent), walking (occasional), and lifting under 25 lbs., over 25 lbs., squatting, bending, kneeling, crawling, climbing, reaching overhead/forthward, pushing, pulling, twisting (occasional). Concentrating for long periods, problem solving, reading, writing and math (continuous). These statements describe general nature of work.
Who We Are TD is a global financial institution, the fifth‑largest bank in North America, committed to making every interaction human and simple for millions of households and businesses across Canada and the United States.
Our Total Rewards Package Includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits, career development and recognition.
Additional Information TD offers regular development conversations, training programs, and a competitive benefits plan to support employee growth and well‑being.
Colleague Development Access to career, development and performance conversations, online learning platforms, mentoring programs and diverse career paths.
Training & Onboarding Training and onboarding sessions ensure success in the new role.
Interview Process Candidates of interest will be contacted to schedule interviews and receive updates via email or phone.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any characteristic protected under applicable law. Applicants with disabilities requiring accommodation during the application process should email USWAPTDO@td.com with name, contact and accommodation needed.
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Hours 40 hours per week
Pay Details USD 22.50 – 29.00 per hour. Base pay may vary based on skills, experience and location.
Line Of Business Personal & Commercial Banking
Job Description The Retail Banker I is a customer liaison integral to delivering TD’s brand promise by utilizing financial expertise and consultative advice to assist customers with their banking solutions and needs. This role contributes to the achievement of business objectives by 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; identifies opportunities to educate on bank products and refer customers to appropriate team members.
Has broad knowledge of the full product suite, services and processes; manages low to moderate complexity/risk tasks.
Establishes and nurtures customer relationships through product knowledge, active listening and engaging conversations.
Makes product recommendations based on customer needs and highlights product features and benefits.
Utilizes customer relationship management tools for assessment, identifies solutions and leads outbound sales activities.
Independently resolves customer issues and escalates when necessary.
Builds working relationships, explains detailed information, and participates in customer outreach, servicing and advice activities.
Engages in conversations about loan products, facilitates application intake.
MUST maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
Education & Experience
HS Diploma or GED.
1+ year experience working with customers or in sales (volunteering, education, military experience preferred).
Teller experience preferred, with ability to complete teller training upon hire.
Demonstrated ability to engage in customer conversations and educate 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 meet deadlines.
Sound judgment, decision‑making and problem‑solving skills.
Proficiency in Microsoft Office.
Notary License (Preferred).
Customer Accountabilities
Delivers legendary experience by building relationships and delivering service and advice.
Supports the bank’s customer service strategy with end‑to‑end advice, consultative support and proactive insights.
Acts as a customer advocate, providing resolution and savings tips.
Executes appropriate behaviors to deliver an unexpectedly human customer experience.
Orchestrates customer flow, welcomes, discovers needs and guides appropriately.
Educates customers on self‑service options and digital channels.
May act as a point of escalation for customer questions.
Performs teller transactions (cash, deposits, transfers, withdrawals) while monitoring fraud and adhering to policies.
Considers impact of decisions on TD, its customers and stakeholders.
Acts as a brand champion internally and externally.
Encourages personalized interaction for each transaction.
Shareholder Accountabilities
Ensures compliance with operational activities per company guidelines and regulations (BSA, Patriot Act).
Participates in daily operations aligning with TD’s risk framework.
Applies operating policies and procedures accurately.
Supports timely and accurate completion of business processes.
Escalates non‑standard or high‑risk transactions as necessary.
Ensures accurate documentation of all customer transactions.
Performs due diligence to support transaction accuracy.
Complies with Bank Code of Conduct.
Contributes to operational excellence through accountability.
Upholds risk and control policies and procedures.
Employee/Team Accountabilities
Participates fully as team member and supports a positive work environment.
Enhances knowledge, participates in knowledge transfer.
Engages in personal performance management and development activities.
Keeps others informed about project status.
Contributes to an equitable environment supporting diversity.
Acts as brand ambassador internally and externally.
Uses feedback from coaching to improve performance.
Establishes relationships with partner bankers for referrals.
Collaborates with team for organizational success.
Seeks opportunities to improve work delivery with quality focus.
Takes ownership of career, seeks diverse feedback.
Embraces change positively.
Participates in TD’s shared commitments and code of conduct expectations.
Advances an inclusive culture reflecting TD’s diversity agenda.
OCC Language
Position falls within Loan Originator definitions under Regulation Z and SAFE Act.
Must be eligible for employment and registration as a registered mortgage loan originator with NMLS.
Requires satisfactory results on criminal and credit background checks per federal law.
Physical Requirements Varied activities: sedentary work (continuous), performing multiple tasks (continuous), operating standard office equipment (continuous), responding to sounds (continuous), sitting (frequent), standing (frequent), walking (occasional), and lifting under 25 lbs., over 25 lbs., squatting, bending, kneeling, crawling, climbing, reaching overhead/forthward, pushing, pulling, twisting (occasional). Concentrating for long periods, problem solving, reading, writing and math (continuous). These statements describe general nature of work.
Who We Are TD is a global financial institution, the fifth‑largest bank in North America, committed to making every interaction human and simple for millions of households and businesses across Canada and the United States.
Our Total Rewards Package Includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits, career development and recognition.
Additional Information TD offers regular development conversations, training programs, and a competitive benefits plan to support employee growth and well‑being.
Colleague Development Access to career, development and performance conversations, online learning platforms, mentoring programs and diverse career paths.
Training & Onboarding Training and onboarding sessions ensure success in the new role.
Interview Process Candidates of interest will be contacted to schedule interviews and receive updates via email or phone.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any characteristic protected under applicable law. Applicants with disabilities requiring accommodation during the application process should email USWAPTDO@td.com with name, contact and accommodation needed.
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