Retail Banker II Float; US - Quincy, MA

Retail Banker II Float (US) - Quincy, MA

Work Location
Quincy, Massachusetts, United States of America

Hours
40

Pay Details
USD $24.00 - $33.50 per hour

Line Of Business
Personal & Commercial Banking

Job Description
The Retail Banker II Float is a Customer liaison integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to help Customers achieve their financial goals. This role works in multiple locations and is accountable for supporting growth through appropriate TD solutions.

• Act as a subject matter expert in the store for customers and colleagues regarding all products, services, policies, and procedures of TD, especially personal and business banking.
• Provide broad knowledge of the full product suite, services and processes of business area and make product recommendations based on customer needs.
• Use Customer Relationship Management tools to identify solutions and perform outbound sales activities.
• Evaluate issues, errors and problems based on practices and existing precedents or procedures.
• Explain detailed or complicated information within the team.
• Build working relationships with customers and related teams.
• Participate in customer outreach, servicing and advice activities.
• Engage in conversations with customers about loan products and facilitate the application intake.
• Maintain an active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS).

• HS Diploma or GED required; 2‑year degree preferred.
• 2+ years of related experience required; teller experience preferred.
• Cross‑trained to take customer transactions.
• Strong customer service, organization, communication and problem‑solving skills.
• Ability to schedule and prioritize work, work independently and meet deadlines.
• Proficient in Microsoft Office.
• Ability to provide community services, including financial education classes.
• Notary license preferred.

Customer Accountabilities

• Deliver legendary experience by building relationships, delivering service and advice.
• Support the bank’s customer service strategy and provide end‑to‑end advice.
• Act as a customer advocate for resolution and proactive insights.
• Use CRM tools to gain insights and improve customer experience.
• Perform teller transactions while monitoring fraud mitigation.
• Provide high‑level customer service to internal partners, vendors and customers.
• Educate customers on self‑service options and digital channels.
• Deliver personalized interactions and real‑time insights for each transaction.

Shareholder Accountabilities

• Promote full suite of products, sales, services and banking capabilities.
• Apply operating policies and procedures.
• Support timely and accurate completion of business processes.
• Escalate non‑standard or high‑risk transactions.
• Ensure documentation accurate and compliant with regulations.
• Maintain due diligence for customer transactions.
• Adhere to the bank code of conduct.
• Contribute to business objectives for operational excellence.
• Execute with excellence by adhering to all risk and control policies.

Employee/Team Accountabilities

• Participate fully in a positive work environment, promote service, quality and teamwork.
• Continuously enhance knowledge/expertise and participate in knowledge transfer.
• Participate in personal performance management and development activities.
• Keep others informed about project status and day‑to‑day activities.
• Contribute to a diverse, inclusive and equitable environment.
• Act as a brand ambassador for your business area/function.
• Use feedback to demonstrate stronger performance.
• Collaborate with team members to achieve team and organization success.
• Seek opportunities to improve delivery of work with high quality.
• Take ownership of own career and seek diverse feedback.
• Embrace change positively and adhere to TD’s shared commitments.

• Position falls under Loan Originator definition under Regulation Z and SAFE Act.
• Must be eligible for employment with a covered financial institution under Regulation Z.
• Must be eligible for registration as a registered mortgage loan originator with NMLS.
• Must have satisfactory criminal and credit background checks.

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