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Retail Banker I - Lake Worth Road (Bilingual Spanish or Creole Preferred)

$22.5 - $29 per hour

Td Wealth Management

Location Greenacres, Florida, United States of America Hours 40 hours per week Pay Details $22.50 - $29.00 USD Job Description 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 achieving business objectives that enable growth by identifying appropriate TD solutions to help customers achieve financial goals and optimize their relationship with TD. Depth & Scope Proficient in products, services, and routine transactions to identify opportunities to educate customers and refer them to appropriate team members or internal partners, ensuring a positive experience. Broad knowledge of the full product suite, services, and processes with low to moderate complexity. Establishes and nurtures relationships by consistently displaying product knowledge, actively listening, and engaging in conversations to identify additional needs. Makes product recommendations based on customer needs, highlighting features that support customers through challenging times and life events. Utilizes customer relationship management tools to proactively assess customer needs and lead outbound sales activities. Independently resolves customer issues, errors, and problems, escalating when necessary. Builds relationships and explains detailed information to customers. Gains full proficiency through job‑related training to perform a range of activities. Participates in outreach, servicing, and advice activities to deliver on the brand promise. Engages in conversations about loan products and facilitates application intake. Must maintain an active registration status with NMLS. Education & Experience HS Diploma or GED. 1+ years of customer service or sales experience, or equivalent through volunteering, education, or military experience. Teller experience preferred. Must complete teller training upon hire to process customer transactions. Ability to engage customers while educating them on products and services. Strong organizational skills for handling multiple tasks in a fast‑paced environment. Excellent communication skills, concise, clear, and consistent. Ability to schedule and prioritize work. Ability to work independently and meet deadlines. Sound judgment and effective problem solving. Proficient in Microsoft Office. Notary License preferred. Customer Accountabilities Deliver legendary experiences by assisting customers, building relationships, and providing advice. Support the bank’s customer service strategy and deliver end‑to‑end advice. Advocate for customers with proactive tips and insights. Execute behaviors that deliver an unexpectedly human experience through problem resolution or advice. Lead customer flow, welcome guests, discover needs, and guide appropriately. Educate customers on self‑service options. Act as a point of escalation for customer concerns. Perform teller transactions while monitoring fraud mitigation and policies. Consider the impact of decisions on the well‑being of TD, customers, and stakeholders. Act as a brand champion internally and externally. Shareholder Accountabilities Ensure compliance with regulations such as the Bank Secrecy Act and Patriot Act. Participate in daily operations to align with risk framework. Apply operating policies and procedures. Support accurate completion of business processes. Escalate non‑standard or high‑risk activities as needed. Ensure documentation accurately reflects client intentions. Conduct due diligence for customer transactions. Adhere to the Bank Code of Conduct. Contribute to operational excellence and a sound location. Employee/Team Accountabilities Participate as a team member, supporting a positive work environment and timely communication. Continuously enhance knowledge and engage in knowledge transfer. Engage in personal performance management. Keep others informed about projects and day‑to‑day activities. Contribute to a fair, equitable environment for a diverse workforce. Act as a brand ambassador. OCC Language Position falls under Loan Originator definition per Regulation Z and SAFE Act. Eligible for employment with a covered financial institution under Regulation Z. Eligible for registration as a registered mortgage loan originator with NMLS. Requires satisfactory background checks and required certifications. Physical Requirements Occasional to continuous physical tasks include sitting, standing, walking, and lifting up to 25 lbs. (Occasional). No domestic or international travel required. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to protected characteristics. Applicants with a disability may request accommodations by emailing View email address on click.appcast.io. #J-18808-Ljbffr Td Wealth Management

Vacancy posted 1 day ago
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