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Retail Banker I (Bilingual Spanish Preferred) North Babylon

Retail Banker I (Bilingual Spanish Preferred) North Babylon

TD BankNorth Babylon, NY, US
13 days ago
Job type
  • Full-time
Job description

Retail Banker I

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 / 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.

The Retail Banker I :

  • 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
  • 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
  • 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 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)

Education & Experience :

  • 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)
  • Physical Requirements :

  • Performing sedentary work Continuous
  • Performing multiple tasks Continuous
  • Operating standard office equipment - Continuous
  • Responding quickly to sounds Continuous
  • Sitting Frequent
  • Standing Frequent
  • Walking Occasional
  • Moving safely in confined spaces Occasional
  • Lifting / Carrying (under 25 lbs.) Occasional
  • Lifting / Carrying (over 25 lbs.) Occasional
  • Squatting Occasional
  • Bending Occasional
  • Kneeling Occasional
  • Crawling Occasional
  • Climbing Occasional
  • Reaching overhead Occasional
  • Reaching forward Occasional
  • Pushing Occasional
  • Pulling Occasional
  • Twisting Occasional
  • Concentrating for long periods of time Continuous
  • Applying common sense to deal with problems involving standardized situations Continuous
  • Reading, writing and comprehending instructions Continuous
  • Adding, subtracting, multiplying and dividing Continuous
  • The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

    TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

    TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing and so will you.

    Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation / incentive awards (e.g., eligibility for cash and / or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

    We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD and we're committed to helping you identify opportunities that support your goals. We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

    TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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    Banker Bilingual Spanish • North Babylon, NY, US