Retail Banker II Float - Concord

About the role

The Retail Banker II Float is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD.

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 regarding both personal banking and business banking
• Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs
• Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities
• Evaluates issues, errors and problems based on practices and existing precedents or procedures
• Explains detailed and/or complicated information within the team
• Buils working relationships with customers and related teams
• Delivers Legendary Experience by helping Customers, building relationships, delivering service and advice to TD Customers
• Serves as a Customer advocate in providing Customer resolution, proactive tips and insights on saving time & money
• Engages in conversations with customers about loan products, facilitates the application intake
• Performs a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
• Shares financial knowledge to help Customers meet and exceed their financial goals
• Recognizes transaction needs of clients and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
• Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
• Promotes full suite of products, sales, services and banking capabilities
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high risk transactions/activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities
• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
• Acts as a brand champion both internally and externally
• Champions Customer service activities; supporting Customers through challenging times and life events
• Recognizes transaction needs of clients and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
• Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
• Promotes full suite of products, sales, services and banking capabilities
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high risk transactions/activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities
• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
• Acts as a brand champion both internally and externally
• Champions Customer service activities; supporting Customers through challenging times and life events
• Recognizes transaction needs of clients and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
• Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
• Promotes full suite of products, sales, services and banking capabilities
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high risk transactions/activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities
• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
• Acts as a brand champion both internally and externally
• Champions Customer service activities; supporting Customers through challenging times and life events
• Recognizes transaction needs of clients and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
• Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
• Promotes full suite of products, sales, services and banking capabilities
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high risk transactions/activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities
• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
• Acts as a brand champion both internally and externally
• Champions Customer service activities; supporting Customers through challenging times and life events
• Recognizes transaction needs of clients and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
• Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
• Promotes full suite of products, sales, services and banking capabilities
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high risk transactions/activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities
• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
• Acts as a brand champion both internally and externally
• Champions Customer service activities; supporting Customers through challenging times and life events
• Recognizes transaction needs of clients and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
• Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
• Promotes full suite of products, sales, services and banking capabilities
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high risk transactions/activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities
• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
• Acts as a brand champion both internally and externally
• Champions Customer service activities; supporting Customers through challenging times and life events
• Recognizes transaction needs of clients and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
• Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
• Promotes full suite of products, sales, services and banking capabilities
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high risk transactions/activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities
• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
• Acts as a brand champion both internally and externally
• Champions Customer service activities; supporting Customers through challenging times and life events
• Recognizes transaction needs of clients and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time
• Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights
• Promotes full suite of products, sales, services and banking capabilities
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high risk transactions/activities as necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customer transactions/activities
• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals
• Acts as a brand champion both internally and externally
• Champions Customer service activities; supporting Customers through challenging times and life events
• Recognizes transaction needs of clients and educates clients on self-service channels including digital options
• Brings your