Relationship Banker II Float - Fairfield/Westchester (Bilingual Spanish Preferred)

TD Bank; New York (NY); On-site; USD 35,000 - 50,000; Full time

Job summary

TD Bank is seeking a Retail Banker II Float to act as a customer liaison, delivering TD’s brand promise through financial expertise and consultative advice. The role supports personal and business banking needs, travels across multiple locations, and helps customers achieve financial goals while strengthening their relationship with TD.

The position emphasizes sales-forward guidance, strong product knowledge, and exceptional service in a fast-paced retail environment with the potential for

Qualifications

• HS Diploma or GED required.
• 2+ years of related experience required.
• Teller experience preferred.
• Cross trained to take customer transactions.
• Notary License preferred.

Responsibilities

• 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.

Skills

Customer service

Communication

Organization

Problem solving

Teamwork

Flexibility

Multitasking

CRM knowledge

Education

HS Diploma or GED

2 year degree preferred

2+ years related experience

Teller experience preferred

Notary License preferred

Tools

Microsoft Office

Job description

Work Location

Rye Brook, New York, United States of America

Hours

40

Pay Details

$25.50 - $36.00 USD

TD Commitment

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Line of Business

The Retail Banker II Float is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations; thus having the ability to work in different contexts and settings.

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 regarding both personal banking and business banking
• Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by moderate complexity/risk
• Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately s upport 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
• 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, facilitates the application intake
• Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

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
• 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
• 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, 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