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 involves advising customers to help them achieve financial goals, identifying appropriate TD solutions, and working across multiple branch locations to meet business objectives and ensure customer satisfaction. The role requires proactive engagement with customers, utilizing CRM tools for assessments, and active participation in sales activities.
Act as a subject matter expert for both Customers and colleagues regarding all TD products, services, policies, and procedures, especially for personal and business banking.,Possess broad knowledge and understanding of the full product suite, services, and processes.,Make product recommendations based on Customer needs and highlight features and benefits.,Utilize Customer Relationship Management tools for proactive assessments and outbound sales activities.,Evaluate issues, errors, and problems based on practices and existing precedents or procedures.,Explain detailed and/or complicated information within the team.,Build working relationships with customers and related teams.,Participate in Customer outreach, servicing, and advice activities.,Engage in conversations with customers about loan products and facilitate application intake.,Maintain active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).,Deliver Legendary Experience by helping Customers, building relationships, delivering service and advice.,Understand and support the Bank's Customer Service Strategy.,Serve as a Customer advocate in providing resolution, proactive tips, and insights.,Consistently execute appropriate behaviors for a Legendary Customer experience.,Establish and nurture Customer relationships by displaying product knowledge and actively listening.,Utilize CRM tools to understand and gather Customer information for deeper insights.,Engage in lobby leadership by orchestrating Customer flow and guiding Customers.,Understand Customer preferences and educate on self-service options.,May act as a point of escalation for Customer questions or concerns.,May perform a variety of teller transactions while monitoring fraud mitigation and adhering to operational policies.,Consider the impact of decisions on TD, its Customers, and stakeholders.,Provide the highest level of Customer service to internal partners, vendors, or Customers.,Improve Customer financial confidence by sharing financial knowledge.,Act as a brand champion internally and externally.,Promote full suite of products, sales, services, and banking capabilities.,Understand and apply operating policies and procedures.,Support timely and accurate completion of business processes and procedures.,Escalate non-standard or high-risk transactions/activities as necessary.,Ensure documentation is accurate and reflects client/business intentions, consistent with regulations.,Ensure necessary due diligence for accuracy of all customer transactions/activities.,Comply with Bank Code of Conduct.,Contribute to business objectives for Operational Excellence.,Execute with excellence by adhering to all Risk and Control Policies and Procedures.,Participate fully as a member of the team, supporting a positive work environment.,Continuously enhance knowledge/expertise and participate in knowledge transfer.,Participate 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.,Act as a brand ambassador.,Utilize feedback through coaching sessions for stronger performance.,Establish relationships with partner bankers for effective referrals.,Collaborate with team members.,Actively seek opportunities to improve delivery of work.,Actively take ownership of own career and aspirations.,Positively embrace change.,Adhere and participate in TD's Shared Commitments and code of conduct expectations.,Be engaged in advancing and sustaining a unique, inclusive culture.
HS Diploma or GED required; 2 year degree preferred,2+ years of related experience required,Teller experience (Preferred),Cross trained to take customer transactions,Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry),Notary License (Preferred)
High School Diploma or GED; Associate's Degree preferred
40 hours/week
Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry),Must be able to do same day travel to multiple work locations within a designated region or area,Requires eligibility for employment with a covered financial institution under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36,Requires eligibility for registration as a registered mortgage loan originator with the NMLS in accordance with the SAFE Act, 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007,Satisfactory results on a criminal background check and a credit report check required
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.
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