Relationship Banker II (Sr) Float - Starke/Live Oak/Lake City - Bilingual Spanish Preferred

Work Location: Starke, Florida, United States of America. Hours: 40 per week.

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 in advising Customers regarding personal banking solutions and needs. This role contributes to business objectives that enable growth through identifying appropriate TD solutions to help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations, requiring the ability to adapt to different contexts and settings.

Responsibilities

• Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD, especially in personal and business banking.
• Makes product recommendations based on Customer needs, highlighting features and benefits that support Customers through challenging times, life events, and exceed their expectations.
• Utilizes Customer Relationship Management tools to proactively assess Customer needs, identify solutions, and lead outbound sales activities.
• Evaluates issues, errors, and problems based on practices and existing procedures.
• Explains detailed and complex information within the team.
• Builds working relationships with customers and related teams.
• Participates in Customer outreach, servicing, and advice activities to deliver on TD’s unexpectedly human promise.
• Engages in conversations with customers about loan products and facilitates application intake.
• Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
• Delivers a Legendary Customer experience by building relationships, providing service, and offering advice.
• Understands and supports the Bank’s Customer Service Strategy by delivering end-to-end advice: building trust, providing consultative support, and advocating for Customers with proactive insights.
• Serves as a Customer advocate in providing resolution, proactive tips, and insights on saving time and money.
• Establishes and nurtures Customer relationships by displaying product knowledge, actively listening to needs, and offering solutions or partner referrals.
• Utilizes Customer relationship management tools to gather insights and enhance the Customer experience.
• Engages in lobby leadership by orchestrating Customer flow, welcoming Customers, and guiding them appropriately.
• Educates Customers on self-service options that meet their banking preferences.
• May act as a point of escalation for Customer questions or concerns.
• Performs a variety of teller transactions including check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to policies.
• Promotes the full suite of TD products, sales, services, and banking capabilities.
• Supports the timely and accurate completion of business processes and procedures.
• Escalates non-standard or high-risk transactions as necessary.
• Ensures documentation is accurate and reflects client/business intentions, consistent with relevant rules and regulations.
• Complies with the Bank’s Code of Conduct and contributes to Operational Excellence.
• Participates fully as a team member, supporting a positive work environment that promotes service, quality, innovation, and teamwork.
• Continuously enhances knowledge and expertise in own area and participates in knowledge transfer within the team.
• Contributes to a fair, positive, and equitable environment that supports a diverse workforce.
• Acts as a brand ambassador for TD, both internally and externally.
• Collaborates with team members to contribute to the success of the team and organization.
• Actively seeks opportunities to improve work delivery with high attention to quality standards.

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.
• Requires agility, teamwork, and flexibility to adapt to different locations and environments.
• Must be able 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 the 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.
• 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 with NMLS.
• Satisfactory results on a criminal background check and credit report check are required by federal law.

Skills

• Full proficiency in job-related activities gained through training.
• Strong interpersonal and relationship-building skills.
• Ability to work in a team-oriented environment.
• Ability to provide consultative advice and financial expertise.
• Proficiency in using Customer Relationship Management tools.

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 needs.

Physical Requirements

• Domestic Travel: Continuous (67-100%)
• International Travel: Never (0%)
• 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: Continuous (67-100%)
• Standing: Occasional (1-33%)
• Walking: Continuous (67-100%)
• 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%)
• Reaching overhead: Occasional (1-33%)
• Reaching forward: Occasional (1-33%)
• Pushing: Occasional (1-33%)
• Pulling: Occasional (1-33%)
• Twisting: Occasional (1-33%)
• Concentrating for long periods: Continuous (67-100%)
• Applying common sense to deal with problems: Continuous (67-100%)
• Reading, writing, and comprehending instructions: Continuous (67-100%)
• Adding, subtracting, multiplying, and dividing: Continuous (67-100%)