Retail Banker I - Monticello (bilingual Spanish Preferred)

TD Ameritrade

Monticello, New York, United States of America
Base: $22.50 - $29.00 usd; bonus/equity: eligible ...
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Customer relationship management
Financial product knowledge
Consultative sales approach
** TD Ameritrade is seeking a Retail Banker I for their Monticello, NY location. The role requires engaging with customers to provide banking solutions and support, emphasizing strong communication skills and a customer-centric approach. **

Job Summary

  • The Retail Banker I serves as a customer liaison to deliver TD's brand promise by utilizing financial expertise and consultative advice.
  • Employees are expected to build lasting relationships by identifying customer needs and offering tailored banking solutions to help achieve financial goals.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Retail Banker I for their Monticello, NY location. The role requires engaging with customers to provide banking solutions and support, emphasizing strong communication skills and a customer-centric approach. **

Salary

Base: $22.50 - $29.00 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • Customer relationship management
  • Financial product knowledge
  • Consultative sales approach
  • Fraud mitigation monitoring
  • NMLS registration eligibility

Nice-to-have

  • Bilingual Spanish proficiency
  • Notary license
  • Teller experience preferred
  • Microsoft Office proficiency
  • Volunteering or military background

Key Requirements

  • High school diploma or GED
  • 1+ years customer service or sales experience
  • Active NMLS registration status required
  • Pass criminal and credit background checks

Work Rights

Must be eligible for employment with a covered financial institution under federal standards

Tailored Resume

Cover Letter