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Retail Banker II Float; US - North Providence, RI
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-07-08
Listing for:
TD
Full Time
position Listed on 2026-07-08
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Bank Customer Service, Customer Success Mgr./ CSM, Retail Associate/ Customer Service
Job Description & How to Apply Below
Physical Requirements
Never: 0%;
Occasional: 1-33%;
Frequent: 34-66%;
Continuous: 67-100%
Providence, Rhode Island, United States of America
Hours40 hours per week
Pay DetailsHourly rate: $23.25 – $30.75 USD. TD offers competitive compensation and the opportunity for progression within this range based on experience and performance.
Job SummaryThe Retail Banker II Float is a customer liaison who delivers TD’s brand promise by combining financial expertise with consultative advice. The role supports business growth by identifying appropriate TD solutions that help customers achieve financial goals and strengthen their relationship with TD. The position requires flexibility to work at multiple store locations.
Depth & Scope- Acts as a subject‑matter expert on TD products, services, policies and procedures for both customers and colleagues.
- Possesses broad knowledge of the full product suite, services and processes of the business area, handling moderate complexity and risk.
- Recommends products based on customer needs, highlighting features and benefits that support customers during challenging times and life events.
- Utilizes Customer Relationship Management tools to assess customers, identify solutions and lead outbound sales activities.
- Evals issues, errors and problems based on established practices and procedures.
- Explains detailed or complex information within the team.
- Builds working relationships with customers and related teams.
- Requires full proficiency gained through job‑related training to perform a range of activities.
- Participates in customer outreach, servicing and advisory activities to deliver the promised human experience.
- 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).
- High School Diploma or GED required; 2‑year degree preferred.
- Minimum 2 years of related experience required.
- Teller experience (preferred).
- Cross‑trained to handle customer transactions.
- Agile, team‑oriented, and flexible to adapt to different locations and environments.
- Able to travel the same day to multiple work locations within a designated region or area.
- Superior customer service skills.
- Strong organizational skills to manage multiple tasks in a fast‑paced environment.
- Excellent communication skills, concise, clear and consistent.
- Effective problem‑solving abilities.
- Ability to schedule, prioritize work and meet deadlines independently.
- Proficient in Microsoft Office.
- Capable of providing community services, including financial education classes.
- Notary license (preferred).
- Deliver legendary experience by building relationships, delivering service and advice.
- Assist customers through end‑to‑end advice using educational content and consultative support.
- Advocate for customers with proactive insights and recommendations.
- Resolve issues and provide sound advice that yields solutions.
- Use CRM tools to gather customer insights and enhance their experience.
- Lead customer flow and welcome customers warmly.
- Educate customers on self‑service options that match their preferences.
- Act as escalation point for customer questions or concerns.
- Perform teller transactions (check cashing, deposits, transfers, withdrawals) while monitoring fraud mitigation and adhering to operational policies.
- Provide the highest level of customer service to internal partners, vendors, and customers.
- Improve customers’ financial confidence by sharing knowledge.
- Champion brand both internally and externally and promote customer service activities.
- Educate customers on self‑service channels such as digital options.
- Turn each banking transaction into a personalized interaction, one customer at a time.
- Deliver end‑to‑end advice with real‑time insights.
- Promote full suite of products, services and banking capabilities.
- Apply operating policies and procedures.
- Ensure timely and accurate completion of business processes.
- Escalate non‑standard or high‑risk transactions or activities as necessary.
- Prepare complete and accurate documentation in accordance with…
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