The Retail Banker II Float serves as a customer liaison, providing financial expertise and advice on personal banking solutions. This role is responsible for identifying appropriate TD solutions to help customers achieve their financial goals and optimize their relationship with the bank, contributing to business objectives and growth. The position requires working in multiple locations and adapting to different environments.
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, highlighting features and benefits.,Utilize Customer Relationship Management tools for proactive customer assessments and outbound sales activities.,Evaluate issues, errors, and problems based on practices and existing precedents.,Build working relationships with customers and related teams.,Participate in customer outreach, servicing, and advice activities.,Engage in conversations about loan products and facilitate application intake.,Deliver a 'Legendary Experience' by building relationships and providing service and advice.,Understand and support the Bank's Customer Service Strategy.,Serve as a customer advocate for resolutions and provide proactive tips.,Establish and nurture customer relationships by demonstrating product knowledge and identifying additional needs.,Engage in lobby leadership, orchestrating customer flow and guiding customers.,Educate customers on self-service options.,May perform teller transactions, monitoring fraud and adhering to policies.,Promote TD's full suite of products, sales, services, and banking capabilities.,Understand and apply operating policies and procedures.,Escalate non-standard or high-risk transactions.,Ensure documentation is accurate and reflects client/business intentions, consistent with regulations.,Comply with Bank Code of Conduct.,Contribute to business objectives for Operational Excellence.,Participate fully as a team member, supporting a positive work environment.,Continuously enhance knowledge and expertise, and participate in knowledge transfer.,Participate in personal performance management and development.,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 from coaching sessions for stronger performance.,Establish relationships with partner bankers for effective referrals.,Collaborate with team members for success.,Actively seek opportunities to improve work delivery with high quality standards.,Take ownership of career and aspirations, seeking diverse feedback.,Positively embrace change.,Adhere to TD's Shared Commitments and code of conduct.,Engage in advancing and sustaining an 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),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
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 agility, teamwork and flexibility to adapt to different locations and environments,Eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act,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
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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