This role involves serving as a Retail Banker II Float, acting as a primary customer liaison to deliver TD's brand promise through financial expertise and consultative advice on personal banking solutions. The position requires contributing to business objectives by identifying appropriate TD solutions for customer financial goals and optimizing customer relationships. This role is accountable for working in multiple locations, requiring adaptability to various contexts and settings.
Act as a subject matter expert for customers and colleagues on all TD products, services, policies, and procedures, especially personal and business banking.
Possess broad knowledge of the full product suite, services, and processes of the business area.
Make product recommendations based on customer needs, highlighting features and benefits.
Utilize Customer Relationship Management tools for assessments, proactive solution identification, and outbound sales.
Evaluate issues, errors, and problems using established practices.
Explain detailed and/or complicated information to the team.
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.
Maintain active registration with NMLS (Nationwide Mortgage Licensing System and Registry).
Customer Accountabilities: Deliver Legendary Experience, build relationships, provide service and advice, serve as customer advocate, consistently execute appropriate behaviors, establish and nurture relationships, utilize CRM tools, engage in lobby leadership, understand customer preferences, educate on self-service options, act as point of escalation, perform teller transactions, monitor fraud mitigation, adhere to operational policies and procedures.
Shareholder Accountabilities: Promote full suite of products, understand and apply operating policies, support timely completion of business processes, escalate non-standard/high-risk transactions, ensure accurate documentation, comply with Bank Code of Conduct, contribute to Operational Excellence, adhere to Risk and Control Policies and Procedures.
Employee/Team Accountabilities: Participate as a team member, support positive work environment, enhance knowledge/expertise, participate in knowledge transfer, engage in personal performance management, keep team informed, contribute to fair and equitable environment, act as brand ambassador, utilize coaching feedback, establish relationships with partner bankers, collaborate with team, seek opportunities for improvement, take ownership of career, embrace change, adhere to TD's Shared Commitments.
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 criminal background check and credit report check.
HS Diploma or GED required; 2 year degree preferred
2+ years of related experience required
Teller experience (Preferred)
Cross trained to take customer transactions
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). Ability to do same day travel to multiple work locations within a designated region or area. Must be eligible for employment with a covered financial institution under Regulation Z. Must be eligible for registration as a registered mortgage loan originator with the NMLS. Requires satisfactory results on a criminal background check and a credit report check. Requires statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority.
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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