Retail Banker II / Voorhees

Job Title

The Retail Banker II is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions / needs.

Depth & Scope :

Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking

Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by moderate complexity / risk

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

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

Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities

Evaluates issues, errors and problems based on practices and existing precedents or procedures and independently resolves customer problems escalating when necessary

Explains detailed and / or complicated information within the team

Builds working relationships with customers and related teams

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 required; 2 year degree preferred

2+ years of related experience working with customers and / or sales in any capacity

Teller experience (Preferred)

Cross trained to take customer transactions upon hire

Superior Customer Service skills

Strong organization skills to handle multiple tasks in a fast-paced environment

Excellent communication skills with ability to be concise, clear and consistent

Demonstrated effective problem-solving skills

Demonstrated ability to schedule and prioritize work

Demonstrated ability to work independently and within deadlines

Proficient in Microsoft Office

Ability to provide community services, including, but not limited to, Financial Education classes

Notary License (Preferred)