Retail Banker Curry Ford - Bilingual

Retail Banker I

Location:

Orlando, Florida, United States of America.

Hours:

40 hours per week. Pay: $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 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. Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk.

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.

• 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: building trust with educational content & tools, providing consultative support, and advocating for customers with proactive insights & recommendations.
• Serve as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money.
• Consistently execute appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human through either effective problem resolution or providing sound advice that yields a solution.
• Engage in lobby leadership by orchestrating customer flow, warmly welcoming, discovering initial needs and guiding customers appropriately.
• Understand customer preferences with banking (when and how they want) and educate customers on self-servic e options that meet their needs.
• Act as a point of escalation for customer questions or concerns.
• Perform a variety of teller transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures.
• Consider the impact of decisions on the well-being of TD, its customers and stakeholders.
• Act as a brand champion both internally and externally.
• Recognize transaction needs and educate clients on self-service channels including digital options.
• Bring your genuine self and turn each banking transaction into a personalized interaction, one customer at a time.

• Ensure compliance when completing operational activities in accordance with company guidelines and regulations such as the Bank Secrecy Act and Patriot Act to minimize risk and protect the customer.
• Participate in the store’s daily operations to ensure alignment with TD’s risk framework.
• Understand and apply operating policies and procedures.
• Support the timely and accurate completion of business processes and procedures.
• Escalate non-standard or high-risk transactions/activities as necessary.
• Ensure documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations.
• Ensure necessary due diligence to support the accuracy of all customer transactions/activities.
• Be knowledgeable of and comply with the Bank Code of Conduct.
• Contribute to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location.
• Execute with excellence by…