TD Securities
Retail Banker II Float - Treasure Palm Beach Region
TD Securities, Florida, New York, United States
Retail Banker II Float - Treasure Palm Beach Region
Join to apply for the Retail Banker II Float - Treasure Palm Beach Region role at TD Securities.
Work Location:
Jupiter, Florida, United States of America
Hours:
40 hours per week
Pay Details:
$24.00 - $33.50 USD per hour, adjustable based on skills, experience, and location.
Line Of Business:
Personal & Commercial Banking
Job Description The Retail Banker II Float is a customer liaison integral to delivering TD’s Brand promise. Using financial expertise and consultative advice, the role supports Customers in achieving their personal banking goals and optimizes their relationship with TD. Responsibilities span multiple locations and contexts.
Depth & Scope
Acts as a subject matter expert regarding all TD products, services, policies, and procedures for both customers and colleagues.
Demonstrates broad knowledge of the full product suite, services and processes, handling moderate complexity and risk.
Recommends products based on customer needs, highlighting features and benefits that support customers through life events and financial challenges.
Uses Customer Relationship Management tools proactively for customer assessments and outbound sales activities.
Evaluates issues, errors, and problems using established practices and precedents.
Explains detailed or complicated information within the team.
Builds working relationships with customers and related teams.
Performs tasks with full proficiency gained through job‑related training.
Participates in customer outreach, servicing, and advice activities to deliver on TD’s human promise.
Engages with customers about loan products and facilitates application intake.
Maintains an active NMLS registration status.
Education & Experience
HS Diploma or GED required; 2‑year degree preferred.
2+ years of related experience required.
Teller experience preferred.
Cross‑trained to take customer transactions.
Agile, teamwork, and flexibility to adapt to various locations and environments.
Same‑day travel to multiple work locations within a designated region required.
Superior customer service skills.
Strong organization skills for fast‑paced multitasking.
Excellent communication skills, concise, clear, and consistent.
Demonstrated problem‑solving and scheduling skills.
Ability to work independently and meet deadlines.
Proficient in Microsoft Office.
Community service engagement, including financial education classes.
Notary license preferred.
Customer Accountabilities
Deliver legendary experience by building relationships and providing service and advice.
Support bank’s Customer Service Strategy and deliver end‑to‑end advice.
Advocate for customers with proactive tips and savings insights.
Provide sound advice that yields solutions and satisfies expectations.
Build and nurture relationships through product knowledge and active listening.
Utilize CRM tools to gather customer insights for deeper experience.
Lead lobby leadership, greet customers, and guide them appropriately.
Educate customers on self‑service options.
Act as a point of escalation for customer questions.
Perform teller transactions while ensuring fraud mitigation.
Provide highest customer service to internal partners, vendors, and customers.
Improve customers’ financial confidence through knowledge sharing.
Act as an internal and external brand champion.
Shareholder Accountabilities
Promote full suite of products and services.
Apply operating policies and procedures.
Support timely and accurate business processes.
Escalate non‑standard or high‑risk activities as necessary.
Ensure accurate documentation and due diligence.
Comply with Bank Code of Conduct.
Drive operational excellence and risk control.
Employee/Team Accountabilities
Participate fully as a team member, supporting a positive work environment.
Enhance knowledge and share expertise within the team.
Engage in personal performance management and development.
Keep others informed on project status.
Promote diversity and equity.
Act as a brand ambassador.
Use coaching feedback for performance improvement.
Make effective referrals to partner bankers.
Contribute to team and organizational success.
Seek opportunities to improve delivery quality.
Own career aspirations and seek diverse feedback.
Embrace change positively.
Participate in TD’s Shared Commitments and code of conduct.
Advance an inclusive culture.
OCC Language
This position falls within the definition of Loan Originator under Regulation Z and the Safe Act.
Must be eligible for employment under Regulation Z guidelines.
Must be eligible for registration as a registered mortgage loan originator with NMLS.
Must meet a satisfactory criminal background and credit report check.
Physical Requirements
Never: 0%; Occasional: 1‑33%; Frequent: 34‑66%; Continuous: 67‑100%
Domestic Travel – Continuous
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment – Continuous
Responding quickly to sounds – Continuous
Sitting – Continuous
Standing – Occasional
Walking – Continuous
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Occasional
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods – Continuous
Applying common sense to deal with standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous
Who We Are TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches/stores. We deliver legendary customer experiences to over 27 million households and businesses worldwide.
Our Total Rewards Package Our total rewards package includes base salary, variable compensation, health and well‑being benefits, retirement plans, paid time off, banking benefits and discounts, career development, and recognition programs.
Additional Information We’re delighted that you’re considering a career with TD. Through regular development conversations and a competitive benefits plan, we support colleagues to succeed at work and at home.
Colleague Development Access career conversations, online learning platforms, and mentoring programs to unlock opportunities aligned with your goals.
Training & Onboarding Training and onboarding sessions will ensure you have everything you need for success in the role.
Interview Process We’ll reach out to candidates of interest to schedule interviews and communicate outcomes via 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 federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com with your full name, contact information, and specific accommodation needs.
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Work Location:
Jupiter, Florida, United States of America
Hours:
40 hours per week
Pay Details:
$24.00 - $33.50 USD per hour, adjustable based on skills, experience, and location.
Line Of Business:
Personal & Commercial Banking
Job Description The Retail Banker II Float is a customer liaison integral to delivering TD’s Brand promise. Using financial expertise and consultative advice, the role supports Customers in achieving their personal banking goals and optimizes their relationship with TD. Responsibilities span multiple locations and contexts.
Depth & Scope
Acts as a subject matter expert regarding all TD products, services, policies, and procedures for both customers and colleagues.
Demonstrates broad knowledge of the full product suite, services and processes, handling moderate complexity and risk.
Recommends products based on customer needs, highlighting features and benefits that support customers through life events and financial challenges.
Uses Customer Relationship Management tools proactively for customer assessments and outbound sales activities.
Evaluates issues, errors, and problems using established practices and precedents.
Explains detailed or complicated information within the team.
Builds working relationships with customers and related teams.
Performs tasks with full proficiency gained through job‑related training.
Participates in customer outreach, servicing, and advice activities to deliver on TD’s human promise.
Engages with customers about loan products and facilitates application intake.
Maintains an active NMLS registration status.
Education & Experience
HS Diploma or GED required; 2‑year degree preferred.
2+ years of related experience required.
Teller experience preferred.
Cross‑trained to take customer transactions.
Agile, teamwork, and flexibility to adapt to various locations and environments.
Same‑day travel to multiple work locations within a designated region required.
Superior customer service skills.
Strong organization skills for fast‑paced multitasking.
Excellent communication skills, concise, clear, and consistent.
Demonstrated problem‑solving and scheduling skills.
Ability to work independently and meet deadlines.
Proficient in Microsoft Office.
Community service engagement, including financial education classes.
Notary license preferred.
Customer Accountabilities
Deliver legendary experience by building relationships and providing service and advice.
Support bank’s Customer Service Strategy and deliver end‑to‑end advice.
Advocate for customers with proactive tips and savings insights.
Provide sound advice that yields solutions and satisfies expectations.
Build and nurture relationships through product knowledge and active listening.
Utilize CRM tools to gather customer insights for deeper experience.
Lead lobby leadership, greet customers, and guide them appropriately.
Educate customers on self‑service options.
Act as a point of escalation for customer questions.
Perform teller transactions while ensuring fraud mitigation.
Provide highest customer service to internal partners, vendors, and customers.
Improve customers’ financial confidence through knowledge sharing.
Act as an internal and external brand champion.
Shareholder Accountabilities
Promote full suite of products and services.
Apply operating policies and procedures.
Support timely and accurate business processes.
Escalate non‑standard or high‑risk activities as necessary.
Ensure accurate documentation and due diligence.
Comply with Bank Code of Conduct.
Drive operational excellence and risk control.
Employee/Team Accountabilities
Participate fully as a team member, supporting a positive work environment.
Enhance knowledge and share expertise within the team.
Engage in personal performance management and development.
Keep others informed on project status.
Promote diversity and equity.
Act as a brand ambassador.
Use coaching feedback for performance improvement.
Make effective referrals to partner bankers.
Contribute to team and organizational success.
Seek opportunities to improve delivery quality.
Own career aspirations and seek diverse feedback.
Embrace change positively.
Participate in TD’s Shared Commitments and code of conduct.
Advance an inclusive culture.
OCC Language
This position falls within the definition of Loan Originator under Regulation Z and the Safe Act.
Must be eligible for employment under Regulation Z guidelines.
Must be eligible for registration as a registered mortgage loan originator with NMLS.
Must meet a satisfactory criminal background and credit report check.
Physical Requirements
Never: 0%; Occasional: 1‑33%; Frequent: 34‑66%; Continuous: 67‑100%
Domestic Travel – Continuous
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment – Continuous
Responding quickly to sounds – Continuous
Sitting – Continuous
Standing – Occasional
Walking – Continuous
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Occasional
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods – Continuous
Applying common sense to deal with standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – Continuous
Who We Are TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches/stores. We deliver legendary customer experiences to over 27 million households and businesses worldwide.
Our Total Rewards Package Our total rewards package includes base salary, variable compensation, health and well‑being benefits, retirement plans, paid time off, banking benefits and discounts, career development, and recognition programs.
Additional Information We’re delighted that you’re considering a career with TD. Through regular development conversations and a competitive benefits plan, we support colleagues to succeed at work and at home.
Colleague Development Access career conversations, online learning platforms, and mentoring programs to unlock opportunities aligned with your goals.
Training & Onboarding Training and onboarding sessions will ensure you have everything you need for success in the role.
Interview Process We’ll reach out to candidates of interest to schedule interviews and communicate outcomes via 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 federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com with your full name, contact information, and specific accommodation needs.
#J-18808-Ljbffr