Retail Banker II Float (US) - Pinellas County
Posted 2025-04-24About the position
The Retail Banker II Float is a pivotal role within TD's Personal & Commercial Banking sector, acting as a customer liaison to deliver on TD's brand promise. This position requires a deep understanding of personal banking solutions and the ability to provide consultative advice to customers, helping them navigate their financial needs. The Retail Banker II Float is responsible for working across multiple locations, adapting to various contexts and settings, and ensuring that customers receive exceptional service regardless of where they are served. In this role, the Retail Banker II Float acts as a subject matter expert, providing guidance on all TD products, services, policies, and procedures. This includes making product recommendations based on customer needs and highlighting features that can help customers save time and money. The position also involves utilizing Customer Relationship Management tools to proactively assess customer needs, identify solutions, and engage in outbound sales activities. The Retail Banker II Float is expected to build strong relationships with customers and collaborate effectively with colleagues to enhance the overall customer experience. The role requires a commitment to delivering a legendary customer experience, which includes engaging in conversations about loan products, facilitating application intakes, and maintaining an active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS). The Retail Banker II Float must also participate in customer outreach and advice activities, ensuring that customers feel supported and informed about their banking options. Overall, this position is integral to achieving TD's business objectives by fostering customer relationships, providing sound financial advice, and contributing to the growth of the bank's customer base.
Responsibilities
? Act as a customer liaison to deliver TD's brand promise.
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? Provide consultative advice regarding personal banking solutions.
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? Work in multiple locations and adapt to different contexts and settings.
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? Act as a subject matter expert on TD products, services, policies, and procedures.
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? Make product recommendations based on customer needs.
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? Utilize Customer Relationship Management tools to assess customer needs and identify solutions.
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? Engage in outbound sales activities to promote TD solutions.
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? Build strong working relationships with customers and colleagues.
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? Participate in customer outreach and advice activities.
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? Facilitate loan product application intakes and maintain NMLS registration.
Requirements
? High School Diploma or GED required; 2-year degree preferred.
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? 2+ years of related experience required, preferably in a teller role.
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? Ability to adapt to different locations and environments.
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? Superior customer service skills.
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? Strong organizational skills to handle multiple tasks in a fast-paced environment.
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? Excellent communication skills, concise and clear.
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? Demonstrated effective problem-solving skills.
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? Ability to schedule and prioritize work independently.
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? Proficient in Microsoft Office.
Nice-to-haves
? Teller experience preferred.
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? Cross-trained to take customer transactions.
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? Notary License preferred.
Benefits
? Base salary and variable compensation/incentive awards.
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? Health and well-being benefits.
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? Savings and retirement programs.
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? Paid time off including Vacation PTO, Flex PTO, and Holiday PTO.
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? Banking benefits and discounts.
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? Career development opportunities.
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? Reward and recognition programs.
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