Retail Banker II Floater

Retail Banker II Float

The Retail Banker II Float is a customer liaison that is integral to delivering TDs 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 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
• 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)

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