Full-Time

Retail Banker I

Posted on 1/29/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Compensation Overview

$22.50 - $29Hourly

Entry, Junior

North Augusta, SC, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Sales
Customer Service
Requirements
  • HS Diploma or GED
  • 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: 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
  • Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience
  • Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
  • Makes 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 needs
  • Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities
  • Independently resolves customer issues, errors and problems, escalating when necessary
  • Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise
  • Engages in conversations with customers about loan products, facilitates the application intake
  • Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
Desired Qualifications
  • Teller experience preferred
  • Demonstrated ability to engage in customer conversations while educating them on products and services preferred
  • Notary License (Preferred)

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities. Key services include building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. TD Bank differentiates itself by focusing on personalized, goals-based financial planning rather than just numerical assessments, ensuring that clients receive tailored advice that evolves with their needs.

Company Size

11-50

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Behavioral finance integration enhances client engagement and personalized planning.
  • TD eCommerce Solutions can capitalize on the growing eCommerce market.
  • New leadership in U.S. commercial banking aligns with digital transformation trends.

What critics are saying

  • Involvement in money laundering scandal poses reputational and financial risks.
  • Recent leadership changes may disrupt operations or client relationships.
  • $28 million fine highlights ongoing compliance and regulatory challenges.

What makes TD Bank unique

  • TD Bank integrates behavioral finance for personalized wealth management solutions.
  • TD eCommerce Solutions targets Canadian small businesses with a customizable platform.
  • TD's partnership with Monit offers a small business dashboard for informed financial decisions.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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