The Retail Banker II Float is a customer-facing role at TD Bank, responsible for providing financial expertise and consultative advice on personal banking solutions. This position helps customers achieve their financial goals by identifying appropriate TD solutions and optimizing their relationship with the bank. The role requires flexibility as it involves working across multiple branch locations within a designated region.
Act as a subject matter expert for customers and colleagues on TD products, services, policies, and procedures, particularly in personal and business banking.,Make product recommendations based on customer needs.,Utilize Customer Relationship Management (CRM) tools for proactive customer assessments and outbound sales activities.,Evaluate issues, errors, and problems following established practices and procedures.,Build working relationships with customers and internal teams.,Participate in customer outreach, servicing, and advice activities.,Engage in conversations about loan products and facilitate application intake.,Maintain active registration with NMLS (Nationwide Mortgage Licensing System and Registry).,Deliver a legendary customer experience through effective problem resolution and sound advice.,Serve as a customer advocate, providing resolution, tips, and insights on saving time and money.,Establish and nurture customer relationships by demonstrating product knowledge and actively listening.,Utilize CRM tools to gather customer information for deeper insights.,Engage in lobby leadership to manage customer flow and guide customers appropriately.,Educate customers on self-service banking options.,May act as a point of escalation for customer questions or concerns.,May perform various teller transactions (check cashing, deposits, transfers, withdrawals) while monitoring for fraud.,Promote the full suite of TD products, services, and banking capabilities.,Understand and apply operating policies and procedures.,Support the timely and accurate completion of business processes.,Ensure documentation is accurate and consistent with relevant rules and regulations.,Comply with the Bank's Code of Conduct.,Contribute to business objectives for Operational Excellence by adhering to all Risk and Control Policies and Procedures.,Participate as a team member, fostering a positive work environment and supporting knowledge transfer.,Engage in personal performance management and development activities.,Keep others informed about project status and day-to-day activities.,Contribute to a fair, positive, and equitable environment that supports a diverse workforce.,Act as a brand ambassador for your business area/function and the Bank.,Utilize feedback from coaching sessions to improve performance.,Establish relationships with partner bankers for effective referrals.,Collaborate with team members to contribute to the success of the team and organization.,Actively seek opportunities to improve work delivery with high attention to quality standards.,Take ownership of career and seek diverse feedback for continuous skill development.,Positively embrace change and adhere to TD's Shared Commitments and code of conduct.,Be engaged in advancing and sustaining an inclusive culture.
High School Diploma or GED required; 2-year degree preferred.,2+ years of related experience required.,Teller experience (preferred).,Cross-trained to handle customer transactions.,Agility, teamwork, and flexibility to adapt to different locations and environments.,Ability to travel to multiple work locations within a designated region or area on the same day.,Notary License (preferred).,Must maintain an active registration status with NMLS.,Eligible for employment with a covered financial institution under Regulation Z.,Eligible for registration as a registered mortgage loan originator with the NMLS.,Satisfactory results on a criminal background check and a credit report check.
High School Diploma or GED; 2-year degree preferred
40 hours/week
Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).,Requires agility, teamwork, and flexibility to adapt to different locations and environments.,Must be able to do same-day travel to multiple work locations within a designated region or area.,Position falls within the definition of Loan Originator under Regulation Z of the Truth in Lending Act and Mortgage Loan Originator under the SAFE Act.,Must be eligible for employment with a covered financial institution under the standards established by Regulation Z.,Must be eligible for registration as a registered mortgage loan originator with the NMLS.,Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.