The Retail Banker II Float serves as a key customer liaison, leveraging financial expertise to provide consultative advice on personal banking solutions. This role is crucial for achieving business objectives by identifying appropriate TD solutions that help customers meet their financial goals and deepen their relationship with TD. The position requires flexibility to work across multiple locations within a designated region, adapting to various contexts and settings.
Act as a subject matter expert for customers and colleagues on TD products, services, policies, and procedures, particularly in personal and business banking.,Provide product recommendations based on customer needs, highlighting features and benefits.,Utilize Customer Relationship Management tools for proactive customer assessments and targeted outbound sales activities.,Evaluate issues and problems following established practices and precedents.,Build effective working relationships with customers and internal teams.,Participate in customer outreach, servicing, and advice activities.,Engage customers in conversations about loan products and facilitate application intake.,Maintain active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).,Deliver a 'Legendary Experience' by building customer relationships and providing sound service and advice.,Understand and support the Bank's Customer Service Strategy, offering end-to-end advice.,Serve as a customer advocate, providing resolution, proactive tips, and insights.,Establish and nurture customer relationships through product knowledge and active listening.,Engage in lobby leadership, orchestrating customer flow and guiding customers appropriately.,Educate customers on self-service banking options.,May act as a point of escalation for customer inquiries or concerns.,May perform various teller transactions (e.g., check cashing, deposits, withdrawals) while adhering to fraud mitigation and operational 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/activities as necessary.,Ensure accuracy and compliance of all prepared documentation.,Comply with the Bank's Code of Conduct.,Contribute to Operational Excellence objectives.,Participate as a team member, fostering a positive work environment and facilitating knowledge transfer.,Engage in personal performance management and development.,Maintain clear communication regarding project status and daily activities.,Contribute to a fair, positive, and equitable work environment supporting diversity.,Act as a brand ambassador internally and externally.,Utilize coaching feedback for performance improvement.,Establish relationships with partner bankers for effective referrals.,Actively seek opportunities to improve work delivery with high quality standards.,Take ownership of career and seek diverse feedback for skill development.,Positively embrace change and adhere to TD's Shared Commitments and code of conduct.
HS Diploma or GED required,2-year degree preferred,2+ years of related experience required,Teller experience (Preferred),Cross-trained to take customer transactions,Agility, teamwork, and flexibility to adapt to different locations and environments,Ability to travel same-day to multiple work locations within a designated region,Superior Customer Service skills,Strong organization skills to handle multiple tasks in a fast-paced environment,Excellent communication skills (concise, clear, consistent),Demonstrated effective problem-solving skills,Demonstrated ability to schedule and prioritize work,Demonstrated ability to work independently and within deadlines,Proficient in Microsoft Office,Ability to provide community services, including Financial Education classes,Notary License (Preferred)
High School Diploma or GED; 2-year degree preferred
40 hours/week
Must maintain an active registration status with NMLS.,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 and the SAFE Act, requiring eligibility and registration.,Requires satisfactory results on a criminal background check and credit report check.,Requires continuous domestic travel, continuous sedentary work, performing multiple tasks, operating standard office equipment, responding quickly to sounds, sitting, standing, walking, concentrating for long periods, applying common sense, reading, writing, and comprehending instructions, adding, subtracting, multiplying, and dividing.
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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