Retail Banker II Float - East Orlando Areas
TD, Winter Park, FL, United States
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 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
Work Location Winter Park, Florida, United States
Hours 40 hours per week
Pay Details $24.00 - $33.50 USD
Line Of Business Personal and Commercial Banking Services
Job Description The Retail Banker II Float is a Customer liaison integral to delivering TD’s Brand promise by using financial expertise and consultative advice to advise Customers regarding personal banking solutions and needs. This role supports business objectives by identifying appropriate TD solutions that help Customers achieve financial goals and optimize their relationship with TD. The role is accountable for working in multiple locations.
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 personal and business banking.
Possesses broad knowledge of the full product suite and processes; moderate complexity/risk.
Makes product recommendations based on Customer needs, highlighting product features and benefits to support Customers through life events.
Uses Customer Relationship Management tools proactively for assessments and outbound sales activities.
Evaluates issues, errors and problems based on practices and existing precedents or procedures.
Explains detailed or complicated information within the team.
Builds working relationships with customers and related teams.
Requires full proficiency gained through job‑related training.
Participates in customer outreach, servicing and advice activities.
Engages in conversations about loan products and facilitates application intake.
Maintains active NMLS registration.
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.
Agility, teamwork and flexibility to adapt to different locations.
Same‑day travel to multiple work locations within a region.
Superior customer service, organization, communication and problem‑solving skills.
Ability to schedule, prioritize work and work independently within deadlines.
Proficiency in Microsoft Office.
Ability to provide community services including financial education classes.
Notary License (preferred).
Customer Accountabilities
Deliver Legendary Experience by building relationships and delivering service & advice.
Support the Bank's Customer Service Strategy, delivering end‑to‑end advice including education and consultative support.
Act as a Customer advocate, providing resolution, tips and insights.
Execute behaviors for a Legendary Customer experience through problem resolution and sound advice.
Establish and nurture Customer relationships, actively listening and identifying additional needs.
Use CRM tools to gather insights and build deeper Customer experience.
Lead Customer flow, warmly welcome, discover initial needs, guide customers appropriately.
Educate customers on self‑service options.
Handle escalation of Customer questions or concerns.
Perform teller transactions while monitoring fraud and adhering to operational policies.
Provide high level of service to partners, vendors, and Customers.
Improve Customer financial confidence with knowledge sharing.
Act as brand champion internally and externally.
Support Customers through challenging times.
Educate clients on self‑service channels, including digital options.
Transform each banking transaction into a personalized interaction.
Provide advice and tools for financial management, achieving customer goals.
Shareholder Accountabilities
Promote full suite of products, sales, services and banking capabilities.
Apply and understand operating policies and procedures.
Support timely accurate completion of business processes.
Escalate non‑standard or high‑risk transactions.
Ensure documentation accurately reflects client/business intentions.
Conduct necessary due diligence for accurate transactions.
Follow Bank Code of Conduct.
Contribute to Operational Excellence objectives.
Execute with excellence by adhering to all risk and control policies.
Employee/Team Accountabilities
Participate fully as a team member, promote positive work environment.
Continuously enhance knowledge and participate in knowledge transfer.
Participate in performance management and development activities.
Keep others informed about status of projects and day‑to‑day activities.
Contribute to a fair, positive and equitable environment.
Act as a brand ambassador for the business area/function and TD.
Utilize coaching feedback to improve performance.
Build relationships with partner bankers for referral.
Collaborate with team members for success.
Seek opportunities to improve delivery with high quality standards.
Own career and development aspirations.
Embrace change positively.
Adhere to TD Shared Commitments and code of conduct.
Sustain an inclusive culture reflecting TD’s diversity agenda.
OCC Language
This position is a loan originator under Regulation Z (12 CFR Part 1026.36) and a mortgage loan originator under SAFE Act (12 U.S.C. 5102 et seq.).
Must be eligible for employment with a covered financial institution under Regulation Z standards.
Must be eligible for registration as a registered mortgage loan originator with NMLS in accordance with the SAFE Act.
Must have satisfactory results on a criminal background check and credit report, and certify regarding any findings by any government agency.
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. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
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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 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
Work Location Winter Park, Florida, United States
Hours 40 hours per week
Pay Details $24.00 - $33.50 USD
Line Of Business Personal and Commercial Banking Services
Job Description The Retail Banker II Float is a Customer liaison integral to delivering TD’s Brand promise by using financial expertise and consultative advice to advise Customers regarding personal banking solutions and needs. This role supports business objectives by identifying appropriate TD solutions that help Customers achieve financial goals and optimize their relationship with TD. The role is accountable for working in multiple locations.
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 personal and business banking.
Possesses broad knowledge of the full product suite and processes; moderate complexity/risk.
Makes product recommendations based on Customer needs, highlighting product features and benefits to support Customers through life events.
Uses Customer Relationship Management tools proactively for assessments and outbound sales activities.
Evaluates issues, errors and problems based on practices and existing precedents or procedures.
Explains detailed or complicated information within the team.
Builds working relationships with customers and related teams.
Requires full proficiency gained through job‑related training.
Participates in customer outreach, servicing and advice activities.
Engages in conversations about loan products and facilitates application intake.
Maintains active NMLS registration.
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.
Agility, teamwork and flexibility to adapt to different locations.
Same‑day travel to multiple work locations within a region.
Superior customer service, organization, communication and problem‑solving skills.
Ability to schedule, prioritize work and work independently within deadlines.
Proficiency in Microsoft Office.
Ability to provide community services including financial education classes.
Notary License (preferred).
Customer Accountabilities
Deliver Legendary Experience by building relationships and delivering service & advice.
Support the Bank's Customer Service Strategy, delivering end‑to‑end advice including education and consultative support.
Act as a Customer advocate, providing resolution, tips and insights.
Execute behaviors for a Legendary Customer experience through problem resolution and sound advice.
Establish and nurture Customer relationships, actively listening and identifying additional needs.
Use CRM tools to gather insights and build deeper Customer experience.
Lead Customer flow, warmly welcome, discover initial needs, guide customers appropriately.
Educate customers on self‑service options.
Handle escalation of Customer questions or concerns.
Perform teller transactions while monitoring fraud and adhering to operational policies.
Provide high level of service to partners, vendors, and Customers.
Improve Customer financial confidence with knowledge sharing.
Act as brand champion internally and externally.
Support Customers through challenging times.
Educate clients on self‑service channels, including digital options.
Transform each banking transaction into a personalized interaction.
Provide advice and tools for financial management, achieving customer goals.
Shareholder Accountabilities
Promote full suite of products, sales, services and banking capabilities.
Apply and understand operating policies and procedures.
Support timely accurate completion of business processes.
Escalate non‑standard or high‑risk transactions.
Ensure documentation accurately reflects client/business intentions.
Conduct necessary due diligence for accurate transactions.
Follow Bank Code of Conduct.
Contribute to Operational Excellence objectives.
Execute with excellence by adhering to all risk and control policies.
Employee/Team Accountabilities
Participate fully as a team member, promote positive work environment.
Continuously enhance knowledge and participate in knowledge transfer.
Participate in performance management and development activities.
Keep others informed about status of projects and day‑to‑day activities.
Contribute to a fair, positive and equitable environment.
Act as a brand ambassador for the business area/function and TD.
Utilize coaching feedback to improve performance.
Build relationships with partner bankers for referral.
Collaborate with team members for success.
Seek opportunities to improve delivery with high quality standards.
Own career and development aspirations.
Embrace change positively.
Adhere to TD Shared Commitments and code of conduct.
Sustain an inclusive culture reflecting TD’s diversity agenda.
OCC Language
This position is a loan originator under Regulation Z (12 CFR Part 1026.36) and a mortgage loan originator under SAFE Act (12 U.S.C. 5102 et seq.).
Must be eligible for employment with a covered financial institution under Regulation Z standards.
Must be eligible for registration as a registered mortgage loan originator with NMLS in accordance with the SAFE Act.
Must have satisfactory results on a criminal background check and credit report, and certify regarding any findings by any government agency.
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. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
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