Retail Banker II Float (US) - Hyannis, MA
TD Securities, Oklahoma City, OK, United States
Retail Banker II Float (US) - Hyannis, MA at TD Securities
Work Location: Hyannis, Massachusetts, United States of America
Hours: 40 hours per week
Pay Details: $24.00 - $33.50 USD per hour (base pay may vary by candidate qualifications and location). TD offers growth opportunities and skill development to help colleagues progress within the salary range.
Line of Business: Personal & Commercial Banking
Job Description The Retail Banker II Float is a customer liaison who delivers TD’s Brand promise by leveraging financial expertise and consultative advice. This role identifies TD solutions that help customers meet financial goals and optimises their relationship with TD. The position is accountable for working across multiple locations, requiring flexibility in different contexts and settings.
Depth & Scope
Acts as a subject matter expert for products, services, policies, and procedures of TD, especially personal and business banking.
Has broad knowledge of the full product suite and processes, handling moderate complexity and risk.
Makes product recommendations based on customer needs, highlighting features and benefits that support customers during challenging times.
Uses Customer Relationship Management tools to manage customer assessments, identify solutions, and lead outbound sales activities.
Evidences analytical skill by evaluating issues, errors, and problems using existing precedents or procedures.
Communicates detailed or complex information effectively within the team.
Builds working relationships with customers and related teams.
Performs a range of activities post completion of job‑specific training.
Participates in outreach, servicing, and advisory activities to deliver on the “unexpectedly human” promise.
Engages customers about loan products and facilitates application intake.
Maintains active registration status with NMLS (Nationwide Mortgage Licensing System).
Education & Experience
High School diploma or GED required; 2‑year degree preferred.
2+ years of related experience required.
Teller experience preferred.
Cross‑trained to take customer transactions.
Agility, teamwork, and flexibility to adapt to different locations and environments.
Same‑day travel to multiple locations within a designated region.
Excellent customer service, organization, communication, problem‑solving, scheduling and independent work skills.
Proficiency in Microsoft Office.
Ability to provide community services, including financial education classes.
Notary license preferred.
Customer Accountabilities
Provide legendary experience by building relationships and delivering service and advice.
Deliver end‑to‑end advice that includes educational content, consultative support, and proactive insights.
Act as a customer advocate, offering resolution and proactive tips.
Execute appropriate behaviors to deliver unexpected human experience in the store.
Establish and nurture relationships by listening actively to customer needs.
Use CRM tools to gather insights and personalize the customer journey.
Lead lobby flow, welcome customers, discover initial needs, and guide appropriately.
Educate customers on self‑service options that fit their preferences.
Escalate questions or concerns as needed.
Perform teller transactions (check cashing, deposits, transfers, withdrawals) while monitoring fraud mitigation.
Support the Bank’s Customer Service Strategy and maintain high service levels inside and outside the store.
Show consideration for the broader impact of decisions on the bank, customers, and stakeholders.
Deliver WOW at every opportunity and share financial knowledge to improve customers’ confidence.
Act as a brand champion internally and externally.
Shareholder Accountabilities
Promote products, sales, services, and banking capabilities.
Apply operating policies and procedures accurately.
Complete business processes and procedures timely and accurately.
Escalate high‑risk transactions or activities.
Ensure documentation is accurate and compliant with rules and regulations.
Maintain due diligence for all customer transactions.
Adhere to Bank Code of Conduct and operational excellence goals.
Follow all risk and control policies and procedures.
Employee/Team Accountabilities
Participate fully as a team member and support a positive environment promoting service, quality, innovation, and teamwork.
Continuously enhance knowledge and participate in knowledge transfer.
Engage in performance management and development activities.
Keep others informed about project status and day‑to‑day activities.
Contribute to a fair, diverse, and equitable environment.
Act as a brand ambassador for business area and the bank.
Use coaching feedback to improve performance.
Refer to partner bankers for effective referrals.
Collaborate to achieve team and organizational success.
Seek opportunities to improve work delivery and quality.
Own career aspirations and pursue continuous development.
Embrace change positively.
Adhere to TD’s Shared Commitments and code of conduct.
Advance and sustain an inclusive culture that reflects TD’s diversity agenda.
OCC Language
Position falls under the Loan Originator definition under Regulation Z and the Mortgage Loan Originator definition under SAFE Act.
Eligible for employment and registration as a registered mortgage loan originator with NMLS.
Required certification of satisfactory criminal background and credit report checks per federal law.
Physical Requirements
Domestic travel: Continuous
International travel: Never
Sedentary work: Continuous
Multiple tasks, operating office equipment, responding to sounds, sitting, standing, walking, confined space movement, lifting (under and over 25 lbs.), squatting, bending, kneeling, crawling, climbing, reaching, pushing, pulling, twisting, concentrating, applying common sense, reading/writing instructions, basic math: Continuous or Occasional as noted.
All statements describe the general nature of duties and are not exhaustive. The listed duties are essential functions for ADA purposes.
Who We Are TD is a leading global financial institution and the fifth largest bank in North America by branches/stores. Our mission is to deliver legendary customer experiences to over 27 million households and businesses across Canada, the United States, and worldwide. Guided by our vision to Be the Better Bank, we commit to employee growth and community enrichment.
Our Total Rewards Package Our Total Rewards program includes base salary and incentive awards (e.g., cash and equity awards). It also offers health and well‑being benefits, savings and retirement plans, paid time off, banking benefits, career development, and recognition programs.
Additional Information We are committed to supporting colleagues in achieving professional growth through regular development conversations, training programs, and competitive benefits.
Colleague Development Regular career and performance discussions, access to an online learning platform, and mentoring programs help unlock future opportunities. We support all career paths within our organization.
Training & Onboarding Comprehensive training and onboarding sessions will equip you for success in your new role.
Interview Process Interested candidates will be contacted to schedule interviews. Outcomes are communicated promptly by email or phone.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to protected characteristics. For applicants with a disability requiring accommodations, please contact USWAPTDO@td.com with details of the needed assistance.
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Work Location: Hyannis, Massachusetts, United States of America
Hours: 40 hours per week
Pay Details: $24.00 - $33.50 USD per hour (base pay may vary by candidate qualifications and location). TD offers growth opportunities and skill development to help colleagues progress within the salary range.
Line of Business: Personal & Commercial Banking
Job Description The Retail Banker II Float is a customer liaison who delivers TD’s Brand promise by leveraging financial expertise and consultative advice. This role identifies TD solutions that help customers meet financial goals and optimises their relationship with TD. The position is accountable for working across multiple locations, requiring flexibility in different contexts and settings.
Depth & Scope
Acts as a subject matter expert for products, services, policies, and procedures of TD, especially personal and business banking.
Has broad knowledge of the full product suite and processes, handling moderate complexity and risk.
Makes product recommendations based on customer needs, highlighting features and benefits that support customers during challenging times.
Uses Customer Relationship Management tools to manage customer assessments, identify solutions, and lead outbound sales activities.
Evidences analytical skill by evaluating issues, errors, and problems using existing precedents or procedures.
Communicates detailed or complex information effectively within the team.
Builds working relationships with customers and related teams.
Performs a range of activities post completion of job‑specific training.
Participates in outreach, servicing, and advisory activities to deliver on the “unexpectedly human” promise.
Engages customers about loan products and facilitates application intake.
Maintains active registration status with NMLS (Nationwide Mortgage Licensing System).
Education & Experience
High School diploma or GED required; 2‑year degree preferred.
2+ years of related experience required.
Teller experience preferred.
Cross‑trained to take customer transactions.
Agility, teamwork, and flexibility to adapt to different locations and environments.
Same‑day travel to multiple locations within a designated region.
Excellent customer service, organization, communication, problem‑solving, scheduling and independent work skills.
Proficiency in Microsoft Office.
Ability to provide community services, including financial education classes.
Notary license preferred.
Customer Accountabilities
Provide legendary experience by building relationships and delivering service and advice.
Deliver end‑to‑end advice that includes educational content, consultative support, and proactive insights.
Act as a customer advocate, offering resolution and proactive tips.
Execute appropriate behaviors to deliver unexpected human experience in the store.
Establish and nurture relationships by listening actively to customer needs.
Use CRM tools to gather insights and personalize the customer journey.
Lead lobby flow, welcome customers, discover initial needs, and guide appropriately.
Educate customers on self‑service options that fit their preferences.
Escalate questions or concerns as needed.
Perform teller transactions (check cashing, deposits, transfers, withdrawals) while monitoring fraud mitigation.
Support the Bank’s Customer Service Strategy and maintain high service levels inside and outside the store.
Show consideration for the broader impact of decisions on the bank, customers, and stakeholders.
Deliver WOW at every opportunity and share financial knowledge to improve customers’ confidence.
Act as a brand champion internally and externally.
Shareholder Accountabilities
Promote products, sales, services, and banking capabilities.
Apply operating policies and procedures accurately.
Complete business processes and procedures timely and accurately.
Escalate high‑risk transactions or activities.
Ensure documentation is accurate and compliant with rules and regulations.
Maintain due diligence for all customer transactions.
Adhere to Bank Code of Conduct and operational excellence goals.
Follow all risk and control policies and procedures.
Employee/Team Accountabilities
Participate fully as a team member and support a positive environment promoting service, quality, innovation, and teamwork.
Continuously enhance knowledge and participate in knowledge transfer.
Engage in performance management and development activities.
Keep others informed about project status and day‑to‑day activities.
Contribute to a fair, diverse, and equitable environment.
Act as a brand ambassador for business area and the bank.
Use coaching feedback to improve performance.
Refer to partner bankers for effective referrals.
Collaborate to achieve team and organizational success.
Seek opportunities to improve work delivery and quality.
Own career aspirations and pursue continuous development.
Embrace change positively.
Adhere to TD’s Shared Commitments and code of conduct.
Advance and sustain an inclusive culture that reflects TD’s diversity agenda.
OCC Language
Position falls under the Loan Originator definition under Regulation Z and the Mortgage Loan Originator definition under SAFE Act.
Eligible for employment and registration as a registered mortgage loan originator with NMLS.
Required certification of satisfactory criminal background and credit report checks per federal law.
Physical Requirements
Domestic travel: Continuous
International travel: Never
Sedentary work: Continuous
Multiple tasks, operating office equipment, responding to sounds, sitting, standing, walking, confined space movement, lifting (under and over 25 lbs.), squatting, bending, kneeling, crawling, climbing, reaching, pushing, pulling, twisting, concentrating, applying common sense, reading/writing instructions, basic math: Continuous or Occasional as noted.
All statements describe the general nature of duties and are not exhaustive. The listed duties are essential functions for ADA purposes.
Who We Are TD is a leading global financial institution and the fifth largest bank in North America by branches/stores. Our mission is to deliver legendary customer experiences to over 27 million households and businesses across Canada, the United States, and worldwide. Guided by our vision to Be the Better Bank, we commit to employee growth and community enrichment.
Our Total Rewards Package Our Total Rewards program includes base salary and incentive awards (e.g., cash and equity awards). It also offers health and well‑being benefits, savings and retirement plans, paid time off, banking benefits, career development, and recognition programs.
Additional Information We are committed to supporting colleagues in achieving professional growth through regular development conversations, training programs, and competitive benefits.
Colleague Development Regular career and performance discussions, access to an online learning platform, and mentoring programs help unlock future opportunities. We support all career paths within our organization.
Training & Onboarding Comprehensive training and onboarding sessions will equip you for success in your new role.
Interview Process Interested candidates will be contacted to schedule interviews. Outcomes are communicated promptly by email or phone.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to protected characteristics. For applicants with a disability requiring accommodations, please contact USWAPTDO@td.com with details of the needed assistance.
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