Retail Banker II Float (US) - W. Springfield, MA

About the position

The Retail Banker II Float serves as a customer liaison, integral to delivering TD's brand promise by providing financial expertise and consultative advice to customers regarding personal banking solutions. This role is accountable for working in multiple locations, contributing to business objectives, and helping customers achieve their financial goals through appropriate TD solutions. The position requires a broad knowledge of TD's product suite and involves engaging with customers to deliver exceptional service and advice.

Responsibilities

• Act as a subject matter expert in the store for both customers and colleagues regarding all products, services, policies, and procedures of TD.
• Make product recommendations based on customer needs and highlight product features and benefits.
• Utilize Customer Relationship Management tools to proactively identify customer solutions and lead outbound sales activities.
• Evaluate issues, errors, and problems based on practices and existing precedents or procedures.
• Engage in conversations with customers about loan products and facilitate application intake.
• Participate in customer outreach, servicing, and advice activities to deliver on TD's customer promise.
• Build working relationships with customers and related teams.

Requirements

• High School Diploma or GED required; 2-year degree preferred.
• 2+ years of related experience required, preferably with teller experience.
• Requires agility, teamwork, and flexibility to adapt to different locations and environments.
• Superior customer service skills and 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 and ability to prioritize work.

Nice-to-haves

• Notary License (Preferred)

Benefits

• Base salary and variable compensation/incentive awards.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off including Vacation PTO, Flex PTO, and Holiday PTO.
• Banking benefits and discounts.
• Career development opportunities.