Retail Banker II - Wallingford - Spanish Speaking Preferred
TD Securities, Wallingford, CT, United States
Work Location
Wallingford, Connecticut, United States of America
Hours 40 hours per week
Pay Details $23.25 - $30.75 USD
Line Of Business Personal & Commercial Banking
Job Description The Retail Banker II is a customer liaison integral to delivering TD’s brand promise by using financial expertise and consultative advice to advise customers regarding banking solutions and needs. This role contributes to the achievement of business objectives by identifying appropriate TD solutions that help customers reach their financial goals and optimize their relationship with TD.
Depth & Scope
Acts as a subject matter expert in the store for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially concerning personal and business banking.
Requires a broad knowledge of the full product suite, services, and processes of the business area, characterized by moderate complexity/risk.
Makes product recommendations based on customer needs and highlights product features and benefits that support customers through challenging times and life events.
Establishes and nurtures customer relationships by consistently displaying product knowledge and actively listening to customer needs, while engaging in additional conversation to identify any additional needs and offer a solution or partner referral.
Utilizes Customer Relationship Management tools to play a key role in customer assessments and proactively identify customer solutions and lead‑focused outbound sales activities.
Evaluates issues, errors, and problems based on practices and existing precedents or procedures and independently resolves customer problems, escalating when necessary.
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 and facilitates the application intake.
Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
Education & Experience
HS diploma or GED required; two‑year degree preferred.
Two or more years of related experience working with customers and/or sales in any capacity.
Teller experience (preferred).
Cross‑trained to take customer transactions upon hire.
Superior customer service skills.
Strong organizational skills to handle multiple tasks in a fast‑paced environment.
Excellent communication skills with the 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).
Customer Accountabilities
Delivers legendary experience by helping customers, building relationships, and delivering service and advice.
Understands and supports the bank’s customer service strategy; delivers customers end‑to‑end advice that is expected.
Serves as a customer advocate in providing resolution, proactive tips, and insights on saving time and money.
Consistently executes appropriate behaviors to deliver a legendary customer experience that is unexpectedly human.
Engages in lobby leadership by orchestrating customer flow, warmly welcoming, discovering initial needs, and guiding the customer appropriately.
Understands customer preferences with banking and educates them on self‑service options that meet their needs.
Acts as a point of escalation for customer questions or concerns.
Performs teller transactions including check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures.
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 goals.
Acts as a brand champion both internally and externally.
Champions customer service activities; supports customers through challenging times and life events.
Recognizes transaction needs and educates clients on self‑service channels, including digital options.
Brings authentic engagement, turning each banking transaction into a personalized interaction.
Delivers end‑to‑end advice by providing information and tools for financial management that helps customers achieve their goals and provides real‑time insights.
Shareholder Accountabilities
Ensures compliance when completing operational activities per company guidelines and regulations such as the Bank Secrecy Act and Patriot Act.
Promotes full suite of products, sales, services, and banking capabilities.
Understands and applies operating policies and procedures.
Supports the timely and accurate completion of business processes and procedures.
Escalates non‑standard or high‑risk transactions and activities as necessary.
Ensures documentation is accurate and reflects client/business intentions and is consistent with relevant rules and regulations.
Performs necessary due diligence to support the accuracy of all customer transactions and activities.
Is knowledgeable of and complies with the Bank Code of Conduct.
Contributes to business objectives for operational excellence by fully understanding accountability in driving an operationally sound location.
Executes with excellence by adhering to all risk and control policies and procedures.
Employee/Team Accountabilities
Participates fully as a member of the team, supporting a positive work environment that promotes service to the business, quality, innovation, and teamwork.
Supports the team by continuously enhancing knowledge and expertise in own area and participating in knowledge transfer within the team and business unit.
Participates in personal performance management and development activities.
Keeps others informed and up‑to‑date about the status of projects and/or day‑to‑day activities.
Contributes to a fair, positive, and equitable environment that supports a diverse workforce.
Acts as a brand ambassador for your business area and the bank, both internally and externally.
Utilizes feedback through coaching sessions to demonstrate stronger performance.
Establishes relationships with partner bankers to make effective referrals.
Collaborates with team members to contribute to the success of the team and organization.
Actively seeks opportunities to improve delivery of work with high quality standards.
Actively takes ownership of own career and aspirations and seeks diverse feedback to continuously develop and enhance skills.
Positively embraces change.
Adheres to and participates in TD's shared commitments and code of conduct expectations.
OCC Language
This position falls within the definition of Loan Originator under Regulation Z and the definition of Mortgage Loan Originator under the SAFE Act.
Eligibility for employment with a covered financial institution per Regulation Z requirements.
Eligibility for registration as a registered mortgage loan originator with NMLS per SAFE Act requirements.
Required satisfactory results on a criminal background check and a credit report check, and statements or certification regarding any administrative, civil, or criminal findings from government agencies.
Physical Requirements
Never: 0%
Occasional: 1‑33%
Frequent: 34‑66%
Continuous: 67‑100%
Domestic travel – Occasional
International travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment – Continuous
Responding quickly to sounds – Continuous
Sitting – Frequent
Standing – Frequent
Walking – Occasional
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
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing, and comprehending instructions – Continuous
Adding, subtracting, multiplying, and dividing – Continuous
The above statements describe the general nature and level of work performed by people assigned to this job. They are not an exhaustive list of all responsibilities, duties, and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Equal Employment Opportunity Statement 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, including your full name, best way to reach you, and the accommodation needed to assist you with the applicant process.
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Hours 40 hours per week
Pay Details $23.25 - $30.75 USD
Line Of Business Personal & Commercial Banking
Job Description The Retail Banker II is a customer liaison integral to delivering TD’s brand promise by using financial expertise and consultative advice to advise customers regarding banking solutions and needs. This role contributes to the achievement of business objectives by identifying appropriate TD solutions that help customers reach their financial goals and optimize their relationship with TD.
Depth & Scope
Acts as a subject matter expert in the store for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially concerning personal and business banking.
Requires a broad knowledge of the full product suite, services, and processes of the business area, characterized by moderate complexity/risk.
Makes product recommendations based on customer needs and highlights product features and benefits that support customers through challenging times and life events.
Establishes and nurtures customer relationships by consistently displaying product knowledge and actively listening to customer needs, while engaging in additional conversation to identify any additional needs and offer a solution or partner referral.
Utilizes Customer Relationship Management tools to play a key role in customer assessments and proactively identify customer solutions and lead‑focused outbound sales activities.
Evaluates issues, errors, and problems based on practices and existing precedents or procedures and independently resolves customer problems, escalating when necessary.
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 and facilitates the application intake.
Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
Education & Experience
HS diploma or GED required; two‑year degree preferred.
Two or more years of related experience working with customers and/or sales in any capacity.
Teller experience (preferred).
Cross‑trained to take customer transactions upon hire.
Superior customer service skills.
Strong organizational skills to handle multiple tasks in a fast‑paced environment.
Excellent communication skills with the 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).
Customer Accountabilities
Delivers legendary experience by helping customers, building relationships, and delivering service and advice.
Understands and supports the bank’s customer service strategy; delivers customers end‑to‑end advice that is expected.
Serves as a customer advocate in providing resolution, proactive tips, and insights on saving time and money.
Consistently executes appropriate behaviors to deliver a legendary customer experience that is unexpectedly human.
Engages in lobby leadership by orchestrating customer flow, warmly welcoming, discovering initial needs, and guiding the customer appropriately.
Understands customer preferences with banking and educates them on self‑service options that meet their needs.
Acts as a point of escalation for customer questions or concerns.
Performs teller transactions including check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures.
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 goals.
Acts as a brand champion both internally and externally.
Champions customer service activities; supports customers through challenging times and life events.
Recognizes transaction needs and educates clients on self‑service channels, including digital options.
Brings authentic engagement, turning each banking transaction into a personalized interaction.
Delivers end‑to‑end advice by providing information and tools for financial management that helps customers achieve their goals and provides real‑time insights.
Shareholder Accountabilities
Ensures compliance when completing operational activities per company guidelines and regulations such as the Bank Secrecy Act and Patriot Act.
Promotes full suite of products, sales, services, and banking capabilities.
Understands and applies operating policies and procedures.
Supports the timely and accurate completion of business processes and procedures.
Escalates non‑standard or high‑risk transactions and activities as necessary.
Ensures documentation is accurate and reflects client/business intentions and is consistent with relevant rules and regulations.
Performs necessary due diligence to support the accuracy of all customer transactions and activities.
Is knowledgeable of and complies with the Bank Code of Conduct.
Contributes to business objectives for operational excellence by fully understanding accountability in driving an operationally sound location.
Executes with excellence by adhering to all risk and control policies and procedures.
Employee/Team Accountabilities
Participates fully as a member of the team, supporting a positive work environment that promotes service to the business, quality, innovation, and teamwork.
Supports the team by continuously enhancing knowledge and expertise in own area and participating in knowledge transfer within the team and business unit.
Participates in personal performance management and development activities.
Keeps others informed and up‑to‑date about the status of projects and/or day‑to‑day activities.
Contributes to a fair, positive, and equitable environment that supports a diverse workforce.
Acts as a brand ambassador for your business area and the bank, both internally and externally.
Utilizes feedback through coaching sessions to demonstrate stronger performance.
Establishes relationships with partner bankers to make effective referrals.
Collaborates with team members to contribute to the success of the team and organization.
Actively seeks opportunities to improve delivery of work with high quality standards.
Actively takes ownership of own career and aspirations and seeks diverse feedback to continuously develop and enhance skills.
Positively embraces change.
Adheres to and participates in TD's shared commitments and code of conduct expectations.
OCC Language
This position falls within the definition of Loan Originator under Regulation Z and the definition of Mortgage Loan Originator under the SAFE Act.
Eligibility for employment with a covered financial institution per Regulation Z requirements.
Eligibility for registration as a registered mortgage loan originator with NMLS per SAFE Act requirements.
Required satisfactory results on a criminal background check and a credit report check, and statements or certification regarding any administrative, civil, or criminal findings from government agencies.
Physical Requirements
Never: 0%
Occasional: 1‑33%
Frequent: 34‑66%
Continuous: 67‑100%
Domestic travel – Occasional
International travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment – Continuous
Responding quickly to sounds – Continuous
Sitting – Frequent
Standing – Frequent
Walking – Occasional
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
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing, and comprehending instructions – Continuous
Adding, subtracting, multiplying, and dividing – Continuous
The above statements describe the general nature and level of work performed by people assigned to this job. They are not an exhaustive list of all responsibilities, duties, and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Equal Employment Opportunity Statement 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, including your full name, best way to reach you, and the accommodation needed to assist you with the applicant process.
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