Retail Banker - Marlborough
Listed on 2026-02-22
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Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM
Work Location
Marlborough, Massachusetts, United States of America
Hours40 hours per week
Pay Details$22.50 - $29.00 USD per hour. TD commits to fair and equitable compensation, offering growth opportunities and skill development. Base pay may vary based on skills, experience, job‑related knowledge, geographic location, and business needs. Candidates are encouraged to discuss compensation details with their recruiter.
Line Of BusinessPersonal & Commercial Banking
Job DescriptionThe Retail Banker I is a customer liaison integral to delivering TD’s brand promise, using financial expertise and consultative advice to assist customers with their banking solutions and needs. The role supports business objectives by identifying appropriate TD solutions that help customers achieve financial goals and optimize their relationship with TD.
Depth & Scope- Proficient in products, services, and routine transactions, identifying opportunities to educate customers and refer them to appropriate team members or internal partners while ensuring a positive customer experience.
- Broad knowledge and understanding of the full product suite, services, and processes of the business area, characterized by low to moderate complexity/risk.
- Establishes and nurtures customer relationships by consistently displaying product knowledge and actively listening to customer needs.
- Makes product recommendations based on customer needs, highlighting product features and benefits that support customers during challenging times and life events.
- Utilizes customer‑relationship management tools to proactively assess customers, identify solutions, and conduct outbound sales activities.
- Independently resolves customer issues, errors, and problems, escalating when necessary.
- Builds working relationships and explains detailed or complicated information.
- Performs a range of activities with full proficiency acquired through job‑related training.
- Participates in customer outreach, servicing, and advisory activities to deliver on our human promise.
- Engages in conversations about loan products and facilitates application intake.
- Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
- HS Diploma or GED.
- 1+ year of customer‑oriented or sales experience (volunteering, education, military experience preferred).
- Teller experience preferred.
- Must complete teller training upon hire to handle customer transactions.
- Ability to engage customers while educating them on products and services.
- Strong organizational skills for managing multiple tasks in a fast‑paced environment.
- Excellent communication skills; concise, clear, and consistent.
- Ability to schedule and prioritize work.
- Works independently and meets deadlines.
- Sound judgment and effective problem‑solving.
- Proficient in 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.
- Acts as a customer advocate, providing proactive tips and insights.
- Executes appropriate behaviors to deliver a legendary experience.
- Leads lobby interactions, welcoming and guiding customers.
- Educates customers on self‑service options and digital tools.
- Might act as a point of escalation for customer concerns.
- Performs teller transactions such as check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation.
- Considers decision impact on the well‑being of TD, its customers, and stakeholders.
- Acts as a brand champion internally and externally.
- Educates clients on self‑service channels, including digital options.
- Brings genuine self to personalize each banking transaction.
- Ensures compliance with company guidelines and regulations (e.g., BSA, Patriot Act).
- Participates in daily operations to align with TD’s risk framework.
- Applies operating policies and procedures.
- Supports timely and accurate completion of business processes.
- Escalates non‑standard or high‑risk activities as needed.
- Ensures documentation reflects client intentions and complies with regulations.
- Conducts…
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