Relationship Banker II - Bilingual Spanish Preferred - Brandon, FL

We need to produce HTML fragment with sections: h3 headings for sections present: About the role (maybe from description), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections with real specific content. The posting includes: Work Location, Hours 40, Pay Details $23.25 - $30.75 USD. Also includes description of role (job description). It includes Education & Experience (requirements). It includes Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities (these could be responsibilities). It includes OCC Language (legal). It includes Physical Requirements (maybe schedule? Actually physical requirements). It includes Who We Are (company description). It includes Our Total Rewards Package (benefits). It includes Additional Information, Colleague Development (maybe development). We need to strip boilerplate: cookie/navigation/legal/EEO etc. OCC Language is legal but maybe required? It's regulatory requirement; but it's legal boilerplate; we should remove? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. OCC Language is legal/regulatory; likely remove. Physical Requirements maybe not needed as schedule? Not schedule. Benefits: Our Total Rewards Package includes health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, reward and recognition. That's specific enough for Benefits section. Pay: we have Pay Details $23.25 - $30.75 USD. Also mention base pay may vary etc. That's specific enough for Pay section. Schedule: Hours 40 (full-time). That's schedule info. Responsibilities: The job description paragraphs about cultivating relationships, acquiring clients, etc. Also Customer Accountabilities etc. We'll combine into responsibilities. Requirements: Education & Experience bullet list. Qualifications: maybe overlapping with requirements; but we can treat Education & Experience as Qualifications? The instruction: Use headings for sections like Qualifications, Skills, etc. We have skills mentioned: Strong communication skills, ability to manage multiple priorities, problem-solving, proficiency with Microsoft Office, ability to complete training, ability to obtain NMLS registration, Notary License preferred. Those could be Skills. We need to avoid duplication. Let's extract: - About the role: maybe a brief summary: "This role is a banking professional that plays a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals." Could be About the role. - Responsibilities: list of duties: cultivating and sustaining long term client relationships through leads management and outbound efforts; identifying opportunities; proactive client conversations; leading client engagement across walk-in, appointment, outbound; leading purposeful goals-based discovery; applying banking knowledge; providing clear tailored guidance; delivering advanced needs-based guidance; serving as client advocate; engaging clients on mortgage products; championing client experience; adhering to policies; etc. Also Customer Accountabilities: delivering welcoming experience, primary point of accountability for concerns, leads client acquisition/retention, applies sound judgment, brings brand to life. Shareholder Accountabilities: maintain compliance, act as trusted first point of contact safeguarding integrity, identify discrepancies, act per code, protect clients, exercise sound judgment. Employee/Team Accountabilities: act as team leader monitor workflow, complete training, contribute to positive work environment, take accountability for outcomes, embrace different perspectives, model curiosity, collaborate, demonstrate TD Way leadership. We can combine these into bullet list under Responsibilities. - Requirements: Education & Experience: High School Diploma or GED; 2+ years experience engaging clients in sales/service/relationship building; prior banking experience preferred; demonstrated ability to conduct consultative client conversations; strong communication skills; ability to manage multiple priorities; demonstrated ability to apply sound judgment and problem-solving; proficiency with Microsoft Office; ability to complete required job-related training; ability to obtain and maintain active NMLS registration; Notary License preferred. But some of those are skills; we can separate. - Skills: Strong communication skills, ability to manage multiple priorities, problem-solving, proficiency with Microsoft Office, ability to complete training, ability to obtain NMLS registration, Notary License (preferred). Also maybe consultative client conversations, uncovering needs, recommending products. - Qualifications: maybe same as Education & Experience? Could combine. But we need to avoid thin sections. Let's decide: We'll have About the role (h3), Responsibilities (h3), Requirements (h3) (education/experience), Skills (h3), Benefits (h3), Pay (h3), Schedule (h3). That's 7 sections. We must not include headings with filler. Ensure each has substantive content. Now extract specifics: About the role: Use the first paragraph(s) of job description: "This role is a banking professional that plays a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals." Could add second sentence: "This role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance supported by deep product knowledge and disciplined execution while upholding TD's risk and regulatory standards." That's substantive. Responsibilities: We'll create bullet list summarizing duties. Must preserve all substantive info; we can't omit details. But we can condense into bullet points but must keep meaning. We'll include bullet points covering each major duty. Let's list bullet points: - Cultivate and sustain long-term client relationships through leads management and outbound efforts in a bank location. - Identify opportunities to deepen client relationships that help clients meet financial objectives. - Proactively engage in client conversations with curiosity, actively listen, capture information, leverage TD systems/tools to identify appropriate solutions and next best actions, ensuring consistent follow-through across commitments and partner hand-offs. - Lead client engagement across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships. - Lead purposeful, goals-based discovery with confidence, uncovering expressed and unexpressed client needs via advanced questioning and active listening. - Apply strong banking and financial knowledge to interpret client needs and validate understanding. - Provide clear, tailored guidance on a broader range of products and services, explaining options, benefits, and risks with confidence to support informed client decisions. - Deliver advanced, needs-based guidance and manage complex client scenarios ensuring recommendations reflect holistic understanding of client goals and financial position while driving partner collaboration and ensuring effective execution of referrals. - Serve as a client advocate, anticipating client needs to build and maintain deeper relationships through ongoing engagement, personalized guidance, and proactive outreach. - Engage clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities. - Champion the client experience by ensuring continuity, follow-through, and strong connection to TD’s broader network of expertise. - Adhere to and reinforce all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank. - Serve as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required. - Lead client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes. - Apply sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies. - Consistently bring TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience. - Maintain compliance when completing operational activities per company guidelines and regulations to minimize risk and protect the client. - Act as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards. - Identify potential discrepancies, material changes or risk indicators and escalate appropriately per policy and procedure. - Act in accordance with TD's code of conduct and ethical standards in every decision; protect TD's clients, colleagues and the Bank – do the right thing, own it, raise it, know it. - Exercise sound judgment in more complex scenarios, identifying risks, resolving issues, and escalating as appropriate. - Act as a team leader to monitor workflow, prioritize tasks and delegate responsibilities. - Complete required training and continuously strengthen risk and compliance knowledge. - Contribute to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a team member. - Take accountability for outcomes and performance by participating in performance and development activities; proactively sharing insights, lessons learned, and best practices across the team. - Embrace different perspectives, backgrounds, and experiences; model curiosity and seek out different perspectives to foster a growth mindset. - Collaborate with team members and partners in contributing to the success of the team and organization. - Demonstrate TD Way leadership behaviors in action. That's many bullets but okay. Requirements: Education & Experience bullet list: - High School Diploma or GED (or equivalent combination of education and experience). - 2+ years of experience engaging clients in a sales, service, or relationship building capacity, including identifying needs and delivering solutions. - Prior experience in a banking environment, including teller, platform, or relationship banking roles preferred. - Demonstrated ability to conduct consultative client conversations, including uncovering needs and recommending appropriate products and services. - Strong communication skills with the ability to convey information clearly, concisely, and confidently to diverse client populations. - Demonstrated ability to manage multiple priorities, independently organize work, and consistently meet deadlines in a fast-paced environment. - Demonstrated ability to apply sound judgment and problem-solving skills in client-facing and operational scenarios. - Proficiency with Microsoft Office or similar workplace technologies. - Ability to complete required job-related training upon hire. - Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role. - Notary License (or ability to obtain) preferred. Skills: Could list similar but maybe we separate: Strong communication skills, consultative client conversation, needs assessment, product knowledge, relationship building, sales/service, problem-solving, judgment, multitasking, Microsoft Office, NMLS registration, notary. But we already have many in Requirements; to avoid duplication, maybe we treat Requirements as Education & Experience, and Skills as separate list of abilities: Strong communication, consultative conversation, problem-solving, judgment, multitasking, Microsoft Office, NMLS, notary. But we need to ensure we don't lose any info. We'll keep Requirements as education/experience; Skills as abilities. Let's extract skills from text: - Strong communication skills (clear, concise, confident). - Ability to conduct consultative client conversations (uncover needs, recommend products). - Ability to manage multiple priorities, independently organize work, meet deadlines. - Ability to apply sound judgment and problem-solving skills. - Proficiency with Microsoft Office or similar workplace technologies. - Ability to complete required job-related training. - Ability to obtain and maintain active NMLS registration. - Notary License (or ability to obtain) preferred. Also maybe "deep product knowledge" but that's knowledge. We'll list those. Benefits: From Our Total Rewards Package: base salary and variable compensation/incentive awards (eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan); health and well-being benefits; savings and retirement programs; paid time off (including Vacation PTO, Flex PTO, and Holiday PTO); banking benefits and discounts; career development; reward and recognition. We'll bullet those. Pay: Pay Details $23.25 - $30.75 USD. Also note base pay may vary based on skills/experience/location etc. We'll include that. Schedule: Hours 40 (full-time). Could also note "Hours 40". We'll put that. Now produce HTML:

About the role

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Responsibilities

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Requirements

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Skills

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