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TD Ameritrade is seeking a Retail Banker I in Hauppauge, NY, to serve as a customer liaison, assisting clients with their banking needs while delivering a positive customer experience. The role emphasizes relationship building, product knowledge, and proactive customer engagement, with opportunities for growth and development within the company.
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Job Summary
The Retail Banker I serves as a customer liaison delivering TD's brand promise through financial expertise and consultative advice.
This role requires identifying appropriate banking solutions to help customers achieve their financial goals and optimize their relationship with the bank.
Employees must maintain an active registration status with NMLS and complete teller training upon hire to perform customer transactions.
Matching Summary
Match Score: 75
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TD Ameritrade is seeking a Retail Banker I in Hauppauge, NY, to serve as a customer liaison, assisting clients with their banking needs while delivering a positive customer experience. The role emphasizes relationship building, product knowledge, and proactive customer engagement, with opportunities for growth and development within the company.
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Salary
Base: $24.25 - $32.50 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, PTO, and banking discounts
Skills & Requirements
Must-have
Customer relationship management
Financial product knowledge
Sales and consultative advising
Nice-to-have
Notary license preferred
Teller experience preferred
Volunteering or military background
Key Requirements
HS Diploma or GED required
1+ years customer service or sales experience
Active NMLS registration required
Must complete teller training upon hire
Work Rights
Must be eligible for employment with a covered financial institution under federal law