TD Securities
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.
Responsibilities
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).
Qualifications
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.
Accountabilities 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.
OCC Language
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.
Physical Requirements Continuous: Sedentary work, performing multiple tasks, operating standard office equipment, responding quickly to sounds, sitting, concentrating for long periods, applying common sense, reading, writing, comprehending instructions, arithmetic. Occasional: Walking, moving safely in confined spaces, lifting 25 lbs., bending, kneeling, crawling, climbing, reaching overhead, pushing, pulling, twisting.
Domestic travel continuous; international travel never.
Who We Are TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches. We deliver legendary customer experiences to over 27 million households and businesses worldwide, guided by our vision to be the Better Bank.
Our Total Rewards Package Our package includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development and reward and recognition.
Additional Information We are committed to supporting our colleagues through development conversations, training programs and competitive benefits.
Colleague Development Regular career, development and performance conversations with managers, online learning platform access and mentoring programs help unlock future opportunities.
Training & Onboarding Training and onboarding sessions will ensure you have everything you need to succeed.
Interview Process We will reach out to candidates of interest to schedule an interview and communicate outcomes by email or phone.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable law.
If you are an applicant with a disability and need accommodations to complete the application process, please email the US Workplace Accommodations Program at
USWAPTDO@td.com
with your full name, contact information and the accommodation needed.
#J-18808-Ljbffr
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.
Responsibilities
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).
Qualifications
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.
Accountabilities 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.
OCC Language
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.
Physical Requirements Continuous: Sedentary work, performing multiple tasks, operating standard office equipment, responding quickly to sounds, sitting, concentrating for long periods, applying common sense, reading, writing, comprehending instructions, arithmetic. Occasional: Walking, moving safely in confined spaces, lifting 25 lbs., bending, kneeling, crawling, climbing, reaching overhead, pushing, pulling, twisting.
Domestic travel continuous; international travel never.
Who We Are TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches. We deliver legendary customer experiences to over 27 million households and businesses worldwide, guided by our vision to be the Better Bank.
Our Total Rewards Package Our package includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development and reward and recognition.
Additional Information We are committed to supporting our colleagues through development conversations, training programs and competitive benefits.
Colleague Development Regular career, development and performance conversations with managers, online learning platform access and mentoring programs help unlock future opportunities.
Training & Onboarding Training and onboarding sessions will ensure you have everything you need to succeed.
Interview Process We will reach out to candidates of interest to schedule an interview and communicate outcomes by email or phone.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable law.
If you are an applicant with a disability and need accommodations to complete the application process, please email the US Workplace Accommodations Program at
USWAPTDO@td.com
with your full name, contact information and the accommodation needed.
#J-18808-Ljbffr