Retail Banker II Float

Retail Banker II Float

Requirements

• HS Diploma or GED required; 2 year degree preferred
• 2+ years of related experience required
• Requires agility, teamwork and flexibility to adapt to different locations and environments
• Must be able to do same day travel to multiple work locations within a designated region or area
• Superior Customer Service skills
• Strong organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with 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
• Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Responsibilities

• Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking
• Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs
• Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities
• Evaluates issues, errors and problems based on practices and existing precedents or procedures
• Explains detailed and/or complicated information within the team
• Builds working relationships with customers and related teams
• Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise
• Engages in conversations with customers about loan products, facilitates the application intake
• Delivers Legendary Experience by helping Customers, building relationships, delivering service and advice to TD Customers
• Understands and supports the Bank’s Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
• Serves as a Customer advocate in providing Customer resolution, proactive tips and insights on saving time & money
• Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution
• Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
• Utilizes the Customer relationship management tools to understand and gather Customer information to allow for Customer insights to be built to yield a deeper Customer experience and journey
• Engages in lobby leadership by orchestrating Customer flow, warmly welcome, discover initial needs and guides Customer appropriately
• May act as a point of escalation for Customer questions or concerns
• May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures

Preferred Qualifications

• Teller experience (Preferred)
• Cross trained to take customer transactions
• Notary License (Preferred)