Relationship Banker II Float - Southern New Hampshire Region

Work Location: Nashua, New Hampshire, United States of America. Hours: 40 per week.

About the role

The Retail Banker II is a customer liaison integral to delivering TD’s brand promise by utilizing financial expertise and consultative advice to guide customers regarding banking solutions and needs. This role contributes to business growth by identifying appropriate TD solutions that help customers achieve their financial goals and optimize their relationship with TD.

Acts as a subject-matter expert in the store for both customers and colleagues regarding all TD products, services, policies, and procedures—especially in personal and business banking. Requires broad knowledge of the full product suite, services, and processes, often handling moderate complexity and risk.

Responsibilities

• Make product recommendations based on customer needs, highlighting features and benefits that support customers through life events, save time and money, and exceed expectations.
• Establish and nurture customer relationships by actively listening, identifying needs, and offering solutions or partner referrals.
• Utilize Customer Relationship Management tools to proactively assess customer needs, identify solutions, and lead outbound sales activities.
• Evaluate and resolve customer issues, errors, and problems based on practices and procedures; escalate when necessary.
• Explain detailed or complex information within the team and to customers.
• Build working relationships with customers and related teams.
• Participate in customer outreach, servicing, and advice activities to deliver on TD’s “unexpectedly human” promise.
• Engage in conversations about loan products and facilitate application intake.
• Maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Deliver a legendary customer experience by building trust, providing consultative support, and advocating for customers with proactive insights.
• Serve as a customer advocate in resolving issues and providing tips on saving time and money.
• Orchestrate customer flow, warmly welcome customers, discover initial needs, and guide them appropriately.
• Understand customer preferences and educate them on self-service options.
• Act as a point of escalation for customer questions or concerns.
• Perform teller transactions, including check cashing, deposits, transfers, and withdrawals, while monitoring fraud and adhering to policies.
• Provide the highest level of service to internal partners, vendors, and customers.
• Improve customer financial confidence by sharing financial knowledge to help them meet and exceed goals.
• Act as a brand champion both internally and externally.
• Recognize transaction needs and educate clients on self-service channels, including digital options.
• Deliver end-to-end advice by providing financial management tools and real-time insights.
• Ensure compliance with operational activities in accordance with company guidelines and regulations (e.g., Bank Secrecy Act, Patriot Act).
• Promote the full suite of TD products, sales, services, and banking capabilities.
• Support timely and accurate completion of business processes and procedures; escalate non-standard or high-risk transactions.
• Ensure documentation is accurate and reflects client/business intentions, consistent with rules and regulations.
• Perform due diligence to support the accuracy of all customer transactions and activities.
• Comply with the Bank Code of Conduct and contribute to operational excellence.
• Participate fully as a team member, supporting a positive work environment and timely communication.
• Continuously enhance knowledge and expertise; participate in knowledge transfer within the team.
• Engage in personal performance management and development activities.
• Keep others informed about project status and relevant day-to-day activities.
• Contribute to a fair, positive, and equitable environment that supports diversity.
• Act as a brand ambassador internally and externally.
• Utilize feedback to improve performance and establish relationships with partner bankers for effective referrals.
• Collaborate with team members to contribute to the success of the team and organization.
• Seek opportunities to improve work delivery with high attention to quality standards.
• Take ownership of career and aspirations; seek diverse feedback to develop and enhance skills.
• Positively embrace change and adhere to TD’s shared commitments and code of conduct.

Requirements

• High School Diploma or GED required; 2-year degree preferred.
• 2+ years of related experience working with customers and/or sales in any capacity.
• Teller experience preferred.
• Cross-trained to take customer transactions upon hire.
• Superior customer service skills.
• Strong organizational skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with the ability to be concise, clear, and consistent.
• Demonstrated effective problem-solving skills.
• Ability to schedule and prioritize work independently and within deadlines.
• Proficient in Microsoft Office.
• Ability to provide community services, such as Financial Education classes.
• Notary License preferred.
• Must maintain active registration with NMLS (Nationwide Mortgage Licensing System and Registry).
• Must be eligible for employment under Regulation Z of the Truth in Lending Act and for registration as a mortgage loan originator under the SAFE Act.
• Satisfactory results on a criminal background check and credit report are required by federal law.

Physical Requirements

• Domestic Travel: Occasional (1-33%)
• International Travel: Never
• Performing sedentary work: Continuous (67-100%)
• Performing multiple tasks: Continuous (67-100%)
• Operating standard office equipment: Continuous (67-100%)
• Responding quickly to sounds: Continuous (67-100%)
• Sitting: Frequent (34-66%)
• Standing: Frequent (34-66%)
• Walking: Occasional (1-33%)
• Moving safely in confined spaces: Occasional (1-33%)
• Lifting/Carrying (under 25 lbs.): Occasional (1-33%)
• Lifting/Carrying (over 25 lbs.): Occasional (1-33%)
• Squatting: Occasional (1-33%)
• Bending: Occasional (1-33%)
• Kneeling: Occasional (1-33%)
• Crawling: Occasional (1-33%)
• Reaching overhead: Occasional (1-33%)
• Reaching forward: Occasional (1-33%)
• Pushing: Occasional (1-33%)
• Concentrating for long periods: Continuous (67-100%)
• Applying common sense to standardized problems: Continuous (67-100%)
• Reading, writing, and comprehending instructions: Continuous (67-100%)
• Adding, subtracting, multiplying, and dividing: Continuous (67-100%)

Pay

$23.25 - $30.75 USD per hour. TD is committed to providing fair and equitable compensation opportunities. Base pay may vary based on skills, experience, job-related knowledge, geographic location, and business needs.