Relationship Banker II (Sr) Float - Concord

Work Location: Concord, New Hampshire, United States of America

Pay

24.00 - 33.50 USD per hour. TD is committed to providing fair and equitable compensation opportunities. The base pay offered may vary based on skills, experience, job-related knowledge, geographic location, and other business and organizational needs.

About the role

The Retail Banker II Float is a customer liaison integral to delivering TD’s brand promise by utilizing financial expertise and consultative advice to advise customers regarding personal banking solutions and needs. This role contributes to business objectives by identifying appropriate TD solutions that help customers achieve their financial goals and optimize their relationship with TD. The role requires working in multiple locations, adapting to different contexts and settings.

Responsibilities

• Act as a subject matter expert in-store for both customers and colleagues regarding all TD products, services, policies, and procedures, especially in personal and business banking.
• Make product recommendations based on customer needs, highlighting features and benefits that support customers through life events, save time and money, and exceed their needs.
• Utilize Customer Relationship Management tools to proactively assess customer needs, identify solutions, and lead outbound sales activities.
• Evaluate issues, errors, and problems based on practices and existing procedures.
• Explain detailed and complex information within the team.
• 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 with customers about loan products and facilitate application intake.
• Maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
• Deliver a legendary customer experience by building relationships, providing service, and offering advice.
• Understand and support the Bank’s Customer Service Strategy by delivering end-to-end advice: building trust, providing consultative support, and advocating for customers with proactive insights.
• Serve as a customer advocate in providing resolutions, proactive tips, and insights on saving time and money.
• Establish and nurture customer relationships by displaying product knowledge, actively listening, and identifying additional needs.
• Utilize CRM tools to gather customer information and build insights for a deeper customer experience.
• Engage in lobby leadership by orchestrating customer flow, welcoming customers, and guiding them appropriately.
• Educate customers on self-service options that meet their banking preferences.
• Act as a point of escalation for customer questions or concerns.
• Perform a variety of teller transactions including check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to policies.
• Promote the full suite of TD products, sales, services, and banking capabilities.
• Support the timely and accurate completion of business processes and procedures.
• Escalate non-standard or high-risk transactions as necessary.
• Ensure documentation is accurate and reflects client/business intentions, consistent with relevant rules and regulations.
• Comply with the Bank’s Code of Conduct and contribute to operational excellence.
• Participate fully as a team member, supporting a positive work environment that promotes service, quality, innovation, and teamwork.
• Continuously enhance knowledge and expertise, participating in knowledge transfer within the team.
• Engage in personal performance management and development activities.
• Contribute to a fair, positive, and equitable environment that supports a diverse workforce.
• Act as a brand ambassador for TD, both internally and externally.
• Collaborate with team members to contribute to the success of the team and organization.
• Actively seek opportunities to improve work delivery with high attention to quality standards.
• Take ownership of career aspirations and seek diverse feedback to develop and enhance skills.
• Positively embrace change and adhere to 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 take customer transactions.
• Agility, teamwork, and flexibility to adapt to different locations and environments.
• Ability to do same-day travel to multiple work locations within a designated region or area.
• 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.
• Ability to work independently and within deadlines.
• Proficient in Microsoft Office.
• Ability to provide community services, including Financial Education classes.
• Notary License preferred.
• Must maintain an active registration status 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 check are required by federal law.

Physical Requirements

• Domestic Travel: Continuous
• International Travel: Never
• Performing sedentary work: Continuous
• Performing multiple tasks: Continuous
• Operating standard office equipment: Continuous
• Responding quickly to sounds: 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
• Concentrating for long periods of time: Continuous
• Applying common sense to deal with problems: Continuous
• Reading, writing, and comprehending instructions: Continuous
• Adding, subtracting, multiplying, and dividing: Continuous