The Retail Banker II Float is a customer liaison who provides financial expertise and consultative advice on personal banking solutions. This role is integral to achieving business objectives by identifying suitable TD solutions to help customers meet their financial goals and enhance their relationship with TD. The position requires working across multiple locations within a specified region, focusing on delivering a legendary customer experience.
Act as a subject matter expert for customers and colleagues on TD products, services, policies, and procedures.,Make product recommendations based on customer needs, highlighting features and benefits.,Utilize Customer Relationship Management (CRM) tools for proactive customer assessments and lead-focused outbound sales activities.,Participate in customer outreach, servicing, and advice activities.,Engage in conversations with customers about loan products and facilitate application intake.,Deliver a legendary customer experience by building relationships and providing end-to-end service and advice.,Serve as a customer advocate for resolution, offering proactive tips and insights.,Engage in lobby leadership, orchestrating customer flow and guiding customers appropriately.,Perform various teller transactions, including check cashing, deposits, transfers, and withdrawals, while monitoring fraud mitigation and adhering to operational policies.,Promote the full suite of TD products, sales, services, and banking capabilities.,Understand and apply operating policies and procedures, escalating non-standard or high-risk transactions.,Ensure accuracy of documentation and consistency with relevant rules and regulations.,Comply with the Bank Code of Conduct and contribute to operational excellence.,Participate fully as a member of the team, supporting a positive work environment and knowledge transfer.,Continuously enhance knowledge and expertise, and participate in personal performance management.,Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).,Must be eligible for employment with a covered financial institution under Regulation Z of the Truth in Lending Act.,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 are required.,Ability to perform sedentary work, multiple tasks, operate standard office equipment, and continuously respond quickly to sounds, sit, walk, concentrate, apply common sense, read, write, comprehend instructions, and perform basic arithmetic. Occasional standing, moving in confined spaces, lifting/carrying (under and over 25 lbs), squatting, bending, kneeling, crawling, climbing, reaching overhead/forward, pushing, pulling, and twisting.
HS Diploma or GED required; 2 year degree preferred.,2+ years of related experience required.,Teller experience (Preferred).,Cross trained to take customer transactions.,Notary License (Preferred).,Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).,Must be eligible for employment with a covered financial institution under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.,Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the SAFE Act.,Satisfactory results on a criminal background check and a credit report check.
High School Diploma or GED
40 hours/week
Must be willing to travel same day to multiple work locations within a designated region or area. Must maintain active NMLS registration. Requires eligibility for employment with a covered financial institution under Regulation Z. Requires eligibility for registration as a registered mortgage loan originator with NMLS. Requires satisfactory criminal background and credit report checks.
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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