Retail Banker II Float; US - Quincy, MA

Position: Retail Banker II Float (US) - Quincy, MA
* 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
* Evaluates issues, errors and problems based on practices and existing precedents or procedures
* Explains detailed and/or complicated 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 advice activities to deliver on our unexpectedly human promise
* Engages in conversations with customers about loan products, facilitates the application intake
* Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)- Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by moderate complexity/risk
- 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
* HS 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 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, but not limited to, Financial Education classes
* Notary License (Preferred)
* Delivers Legendary Experience by helping Customers, building relationships, delivering service and advice to TD Customers
* Understands and supports the Bank's Customer Service Strategy;
Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
* Serves as a Customer advocate in providing Customer resolution, proactive tips and insights on saving time & money
* Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution
* Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
* Utilizes the Customer relationship management tools to understand and gather Customer information to allow for Customer insights to be built to yield a deeper Customer experience and journey
* Engages in lobby leadership by orchestrating Customer flow, warmly welcome, discover initial needs and guides Customer appropriately
* Understands Customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs
* May act as a point of escalation for Customer questions or concerns
* May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
* Understands and supports the Bank's Customer Service Strategy
* Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
* Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
* 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…