Job description
The Retail Banker II is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding 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.
Request
Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business bankingRequires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by moderate complexity/riskMakes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needsUtilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activitiesEvaluates issues, errors and problems based on practices and existing precedents or proceduresExplains detailed and/or complicated information within the teamBuilds working relationships with customers and related teamsRequires full proficiency gained through job related training to perform a range of activitiesParticipates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promiseEngages in conversations with customers about loan products, facilitates the application intakeMust maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
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