Relationship Banker II Float - Jupiter

About the role

This Retail Banker II Float role serves as a customer liaison, delivering TD’s brand promise through financial expertise and consultative advice. The position supports business growth by identifying TD solutions that help customers achieve their financial goals and optimize their relationship with the bank. Accountable for working across multiple locations, this role adapts to different contexts and settings while acting as a subject matter expert for both customers and colleagues on products, services, policies, and procedures—especially in personal and business banking.

Responsibilities

• Provides end-to-end advice to customers by building trust, offering consultative support, and advocating with proactive insights and recommendations
• Acts as a customer advocate in resolving issues, delivering sound advice, and providing proactive tips on saving time and money
• Establishes and nurtures customer relationships through product knowledge, active listening, and identifying additional needs to offer solutions or partner referrals
• Uses customer relationship management tools to gather insights and deepen the customer experience
• Orchestrates customer flow in the branch, warmly welcomes customers, discovers initial needs, and guides them appropriately
• Educates customers on self-service options aligned with their banking preferences
• May act as a point of escalation for customer questions or concerns
• Performs teller transactions including check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to operational policies
• Promotes the full suite of TD products, sales, services, and banking capabilities
• Supports timely and accurate completion of business processes and procedures
• Escalates non-standard or high-risk transactions/activities as necessary
• Ensures documentation is accurate and reflects client/business intentions in compliance with relevant rules and regulations
• Participates in personal performance management and development activities
• Contributes to a fair, positive, and equitable work environment that supports a diverse workforce
• Acts as a brand ambassador both internally and externally
• Utilizes feedback from coaching sessions to demonstrate stronger performance
• Establishes relationships with partner bankers to make effective referrals
• Actively seeks opportunities to improve work delivery with high attention to quality standards
• Takes ownership of career development by seeking diverse feedback and embracing change
• Participates in TD’s Shared Commitments and code of conduct expectations

Requirements

• High school diploma or GED required; 2-year degree preferred
• 2+ years of related experience required
• Teller experience preferred
• Cross-trained to handle customer transactions
• Must maintain an active registration status with the NMLS (Nationwide Mortgage Licensing System and Registry)
• Ability to do same-day travel to multiple work locations within a designated region or area
• Superior customer service skills
• Strong organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with ability to be concise, clear, and 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

Physical Requirements

• Sedentary work: Continuous
• Sitting: Continuous
• Standing: Occasional
• Walking: Continuous
• Moving safely in confined spaces: Occasional
• Lifting/Carrying (under 25 lbs.): Occasional
• Lifting/Carrying (over 25 lbs.): Occasional
• Squatting: Occasional
• Bending: Occasional
• Kneeling: Occasional
• Crawling: Occasional
• Climbing: Occasional
• Reaching overhead: Occasional
• Reaching forward: Occasional
• Pushing: Occasional
• Pulling: Occasional
• Twisting: Occasional
• Responding quickly to sounds: Continuous
• Concentrating for long periods of time: Continuous
• Applying common sense to standardized situations: Continuous
• Reading, writing, and comprehending instructions: Continuous
• Adding, subtracting, multiplying, and dividing: Continuous