Retail Banker - Longmeadow

Work Location: Longmeadow, Massachusetts, United States of America

Hours: 40 hours per week

Pay Details: $22.50 - $29.00 USD

Personal & Commercial Banking

The Retail Banker I is a customer liaison that is 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 that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD.

• Proficient in products, services and routine transactions and identify opportunities to educate customers on Bank products and services or refer them to appropriate team members or internal Bank partners, ensuring a positive customer experience.
• Broad knowledge and understanding of the full product suite, services and processes of the business area, with low to moderate complexity/risk.
• Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening, and engaging in additional conversation to identify any additional needs, offering solutions or partner referrals.
• Makes product recommendations based on customer needs, highlighting product features and benefits that support customers through challenging times and life events, save time and money, and exceed their needs.
• Uses Customer Relationship Management tools to proactively assess customers, identify solutions and lead-focused outbound sales activities.
• Independently resolves customer issues, errors and problems, escalating when necessary.
• Builds working relationships with customers and explains detailed and/or complicated information.
• Requires full proficiency gained through job-related training to perform a range of activities.
• Participates in customer outreach, servicing and advice activities to deliver on the unexpectedly human promise.
• Engages in conversations with customers about loan products and facilitates the application intake.
• Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).

• HS Diploma or GED.
• 1+ year of experience working with customers and/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 in conversations while educating them 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.
• Ability to work independently and meet deadlines.
• Sound judgment and effective problem‑solving skills.
• Proficiency in Microsoft Office.
• Notary License preferred.

• Deliver legendary experience by helping customers, building relationships, and delivering service and advice.
• Understand and support the Bank's Customer Service Strategy; deliver end‑to‑end advice that includes building trust, providing consultative support, and advocating customers with proactive insights and recommendations.
• Act as a customer advocate in improving financial confidence, providing resolution, and offering proactive tips and insights on saving time and money.
• Consistently execute appropriate behaviors to deliver a legendary customer experience.
• Engage in lobby leadership by orchestrating customer flow, warmly welcoming, discovering initial needs, and guiding customers appropriately.
• Understand customer preferences for banking and educate them on self‑service options.
• Act as a point of escalation for customer questions or concerns.
• Perform teller transactions such as check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to policies.
• Consider the impact of decisions on the well‑being of TD, its customers, and stakeholders.
• Serve as a brand champion internally and externally.
• Educate clients on self‑service channels and digital options.
• Personalize each banking transaction to deliver a genuine…