Job Description

Retail Banker II (US) Southington, CT (121 Main St)

Location: Southington, Connecticut, United States
Hours: 40
Pay: $23.25 - $30.75 USD
TD is committed to fair and equitable compensation opportunities. Base pay may vary based on skills, experience, knowledge, and location.

The Retail Banker II is a customer liaison integral to delivering TDs brand promise by providing financial expertise and consultative advice.

Depth & Scope

• Acts as a subject matter expert for personal and business banking products and policies.
• Broad knowledge of full product suite and moderate complexity.
• Makes product recommendations based on Customer needs and highlights benefits.
• Establishes and nurtures Customer relationships through active listening and additional conversation.
• Utilizes CRM tools for proactive Customer assessments and outbound sales activities.
• Evaluates issues and resolves Customer problems, escalating when necessary.
• Explains detailed information within the team.
• Builds working relationships with customers and related teams.
• Requires full proficiency gained through training to perform a range of activities.
• Participates in Customer outreach and servicing activities to deliver on our customer promise.
• 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 required; 2?year degree preferred.
• 2+ years of related experience working with customers and/ or sales.
• Teller experience (Preferred).
• Cross?trained to take customer transactions upon hire.
• Superior Customer Service skills.
• Strong organization skills to handle multiple tasks in a fast?paced environment.
• Excellent communication skills with ability to be concise, clear and consistent.
• Demonstrated effective problem?solving skills.
• Demonstrated ability to schedule and prioritize work.
• Demonstrated ability to work independently and within deadlines.
• Proficient in Microsoft Office.
• Ability to provide community services, including, but not limited to, Financial Education classes.
• Notary License (Preferred).

Customer Accountabilities

• Delivers Legendary Experience by building relationships and delivering service and advice.
• Understands and supports the Banks Customer Service Strategy and delivers end?to?end advice.
• Serves as a Customer advocate in providing resolution, proactive tips and insights.
• Consistently executes appropriate behaviors to deliver a Legendary Customer experience.
• Engages in customer flow, warmly welcomes and discovers initial needs.
• Educates Customers on self?service options that meet their needs.
• May act as a point of escalation for Customer questions or concerns.
• May perform a variety of teller transactions while monitoring fraud mitigation and adhering to policies.
• Considers the impact of decisions on the well?being of TD, its Customers and stakeholders.
• Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers.
• Improves Customer financial confidence by sharing financial knowledge.
• Acts as a brand champion both internally and externally.
• Champions Customer service activities; supporting Customers through challenging times and life events.
• Recognizes transaction needs and educates clients on self?service channels including digital options.
• Brings your genuine self and turns each banking transaction into a personalized interaction.
• Delivers end?to?end advice by providing information and tools for financial management that helps customers achieve their goals.

Shareholder Accountabilities

• Ensures compliance and protects the customer by following regulations.
• Promotes full suite of products, sales and services.
• Understands and applies operating policies and procedures.
• Supports timely and accurate completion of business processes and procedures.
• Escalates non?standard or high?risk transactions/activities as necessary.
• Ensures documentation is accurate and properly reflects client intentions.
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities.
• Be knowledgeable of and complies with Bank Code of Conduct.
• Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location.
• Executes with excellence by adhering to all Risk and Control Policies and Procedures.

Employee/Team Accountabilities

• Participates fully as a member of the team and supports a positive work environment.
• Supports the team by continuously enhancing knowledge/expertise in own area.
• Participates in personal performance management and development activities.
• Keeps others informed and up?to?date about status and progress of projects.
• Contributes to a fair, positive and equitable environment that supports a diverse workforce.
• Acts as a brand ambassador for the business area/function and the Bank, both internally and externally.
• Utilizes feedback through coaching sessions to demonstrate stronger performance.
• Establishes relationships with partner bankers to make effective referrals to them.
• Collaborates with team members in contributing to the success of the team and organization.
• Actively seeks opportunities to improve delivery of work with high attention to quality standards.
• Actively takes ownership of own career and aspirations.
• Positively embraces change.
• Adheres and participates in TDs Shared Commitments and code of conduct expectations.

OCC Language

• This position falls within the definition of Loan Originator under Regulation Z of the Truth in Lending 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 in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008.
• Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant.

Physical Requirements

• Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%.
• Domestic Travel Occasional.
• International Travel Never.
• Performing sedentary work Continuous.
• Performing multiple tasks Continuous.
• Operating standard office equipment Continuous.
• Responding quickly to sounds Continuous.
• Sitting Frequent.
• Standing Frequent.
• Walking Occasional.
• Moving safely in confined spaces Occasional.
• Lifting/Carrying (under 25 lbs.) Occasional.
• Lifting/Carrying (over 25 lbs.) Occasional.
• Squatting Occasional.
• Bending Occasional.
• Kneeling Occasional.
• Crawling Occasional.
• Reaching overhead Occasional.
• Reaching forward Occasional.
• Pushing Occasional.
• Concentrating for long periods of time Continuous.
• Applying common sense to deal with problems involving standardized situations Continuous.
• Reading, writing and comprehending instructions Continuous.
• Adding, subtracting, multiplying and dividing Continuous.

Who We Are

TD is one of the worlds leading global financial institutions and the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well?being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards, health and well?being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Additional Information

Were delighted that youre considering building a career with TD. Through regular development conversations, training programs and a competitive benefits plan, were committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development

If youre interested in a specific career path or are looking to build certain skills, we want to help you succeed. Youll have regular career, development and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to unlock future opportunities.

Training & Onboarding

We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process

Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
In the event you have a disability and require accommodations, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.

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