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Retail Banker - Jenkintown PA;
Job in
Jenkintown, Montgomery County, Pennsylvania, 19046, USA
Listed on 2026-07-01
Listing for:
TD
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Bank Customer Service, Retail Banking
Job Description & How to Apply Below
Retail Banker I – Jenkintown, Pennsylvania, United States of America
Hours:
40 per week.
Pay: $22.50 – $29.00 USD per hour.
Job SummaryThe Retail Banker I is a customer liaison who delivers TD bank's brand promise by offering financial expertise and consultative advice to help customers meet their banking solutions and needs. The role supports business objectives by identifying appropriate TD solutions that enable customers to achieve financial goals and deepen their relationship with the bank.
Depth & Scope- Proficient in products, services and routine transactions; identifies opportunities to educate on bank products and refer to team members or internal partners, ensuring a positive customer experience.
- Demonstrates broad knowledge of the product suite, services and processes within a low to moderate complexity risk environment.
- Establishes and nurtures customer relationships through active listening, engagement, and tailoring solutions or referrals.
- Recommends products based on customer needs, highlighting features and benefits that support customers during challenging times and life events.
- Uses customer relationship management tools to assess needs, lead outbound sales, and drive proactive service.
- Resolves customer issues independently; escalates when necessary.
- Builds working relationships with customers and explains detailed or complex information.
- Requires proficiency gained through job-related training to perform a broad range of activities.
- Participates in customer outreach, servicing and advice activities to deliver the bank's human promise.
- Engages conversations about loan products and facilitates application intake.
- Maintains an active NMLS registration (Nationwide Mortgage Licensing System and Registry).
- High School Diploma or GED.
- 1+ years of experience working with customers or sales in any capacity, including volunteering, education, or military experience.
- Teller experience preferred.
- Ability to complete teller training upon hire.
- Demonstrated ability to engage customers and educate them on products and services.
- Strong organizational skills; handles multiple tasks in a fast-paced environment.
- Excellent communication skills: concise, clear and consistent.
- Ability to schedule, prioritize work and work independently within deadlines.
- Sound judgment and effective problem-solving skills.
- Proficient with Microsoft Office.
- Notary license preferred.
- Delivers legendary experience by building relationships and providing service and advice.
- Supports the bank's customer service strategy, delivering end-to-end advice and proactive insights.
- Acts as a customer advocate, improving financial confidence and providing resolution and tips.
- Executes appropriate behaviours to deliver a legendary customer experience.
- Engages in lobby leadership, welcoming customers and guiding with initial needs.
- Educates customers on self-service options when they prefer banking methods.
- Acts as escalation point for customer questions or concerns.
- Performs teller transactions (check cashing, deposits, transfers and withdrawals) while monitoring fraud mitigation and adhering to policies.
- Considers impact of decisions on the well-being of the bank, customers and stakeholders.
- Champions the brand internally and externally.
- Educates clients on self-service channels, including digital options.
- Transforms each banking transaction into a personalized interaction.
- Ensures compliance with regulations such as the Bank Secrecy Act and Patriot Act.
- Participates in daily operations, ensuring alignment with the bank's risk framework.
- Applies operating policies and procedures, supports timely completion of business processes.
- Escalates non-standard or high-risk transactions or activities.
- Ensures documentation is accurate and reflects client intended actions.
- Performs due diligence for accurate customer transactions.
- Complies with the Bank Code of Conduct.
- Contributes to operational excellence objectives.
- Adheres to risk and control policies.
- Participates as a team member, supporting a positive service-oriented environment.
- Continuously enhances knowledge and shares…
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