Retail Banker I (Bilingual Spanish Preferred) - Miami/West Kendall
Job highlights
Identified by Google from the original job post
Qualifications
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
HS Diploma or GED
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
Benefits
Base salary and variable compensation/incentive awards
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
Responsibilities
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
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
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
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
Job description
About the position
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. 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.
Responsibilities
• 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.
,
• 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.
Requirements
• 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.
,
• 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.
Nice-to-haves
• Notary License.
Benefits
• Base salary and variable compensation/incentive awards.
,
• 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.