Retail Banker I - Hauppauge

TD Ameritrade

Hauppauge, New York, United States of America
Base: $24.25 - $32.50 usd; bonus/equity: eligible ...
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Customer relationship management
Financial product knowledge
Sales and consultative advising
** 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. **

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

** 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. **

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

Tailored Resume

Cover Letter