Retail Banker II Float (Queens)

Job Title

Retail Banker I

Location & Schedule

• Work Location: Little Neck, New York, United States of America
• Hours: 40 hours per week

Compensation

Pay Details: $24.25 - $32.50 USD

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 allow colleagues to progress through the salary range as they progress in their role. The base pay offered may vary based on the candidate's skills and experience, job-related knowledge, geographic location, and other business and organizational needs.

As a candidate, you are encouraged to ask compensation-related questions and have an open dialogue with your recruiter who can provide more specific details for this role.

Line of Business

Personal & Commercial Banking

Job Description

The Retail Banker I is a customer liaison integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist Customers with their 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.

Depth & Scope

• Proficient in products, services and routine transactions to identify opportunities to educate on Bank products and services to Customers and/or refer them to the appropriate team member or internal Bank partners, while ensuring a positive Customer experience
• Broad knowledge of the full product suite, services and processes of the business area; low to moderate complexity/risk
• Establishes and nurtures Customer relationships by displaying product knowledge, listening to Customer needs, and offering solutions or partner referrals
• Makes product recommendations based on Customer needs and highlights features/benefits that support Customers during life events, save time and money, and exceed their needs
• Utilizes Customer relationship management tools to proactively identify Customer solutions and lead-focused outbound sales activities
• Independently resolves customer issues and escalates when necessary
• Builds working relationships with customers and explains detailed/involved information
• Requires full proficiency gained through job-related training to perform a range of activities
• Participates in Customer outreach, servicing and advisory activities to deliver on the unexpectedly human promise
• Engages in conversations about loan products and facilitates application intake
• Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Education & Experience

• HS Diploma or GED
• 1+ years of experience working with customers and/or sales in any capacity or equivalent demonstrated through volunteering, education, or military experience (preferred)
• Teller experience preferred
• Must be able to complete teller training upon hire to handle customer transactions
• Demonstrated ability to engage in customer conversations while educating them on products and services (preferred)
• Demonstrated organizational skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills: concise, clear, and consistent
• Demonstrated ability to schedule and prioritize work
• Ability to work independently and within deadlines
• Sound judgment in decision making and effective problem solving
• Proficient in Microsoft Office
• Notary License (Preferred)

Customer Accountabilities

• Delivers Legendary experience by helping customers, building relationships, and delivering service and advice
• Understands and supports the Bank's Customer Service Strategy; provides end-to-end advisory support and proactive insights
• Serves as a Customer advocate, improving financial confidence and offering proactive tips
• Consistently delivers a Legendary Customer experience through problem resolution or sound advice
• Manages lobby flow, warmly welcomes customers, discovers needs, and guides them appropriately
• Educates customers on self-service options and best practices based on customer preferences
• May act as a point of escalation for customer questions or concerns
• May perform teller transactions (e.g., check cashing, deposits, transfers, withdrawals) while monitoring fraud and adhering to policies
• Considers the impact of decisions on TD, customers, and stakeholders
• Acts as a brand ambassador internally and externally
• Educates clients on self-service channels including digital options
• Brings authenticity to each banking transaction, creating a personalized experience

Shareholder Accountabilities

• Ensures compliance with company guidelines and regulations (e.g., Bank Secrecy Act, Patriot Act) to minimize risk
• Participates in daily store operations in alignment with TD's risk framework
• Understands and applies operating policies and procedures
• Supports timely and accurate completion of business processes
• Escalates non-standard or high-risk transactions/activities as necessary
• Ensures documentation reflects client/business intentions and complies with rules/regulations
• Performs due diligence to support accuracy of all customer transactions
• Complies with Bank Code of Conduct
• Contributes to Operational Excellence by understanding accountability in a sound location
• Adheres to risk and control policies and procedures

Employee/Team Accountabilities

• Participates as a positive team member, supporting service, quality, innovation, and teamwork
• Continually enhances knowledge and participates in knowledge transfer within the team
• Participates in performance management and development activities
• Keeps others informed about project status and day-to-day activities
• Supports a diverse and equitable workplace
• Acts as a brand ambassador for the business area and the Bank
• Seeks and utilizes feedback to improve performance
• Establishes relationships with partner bankers for effective referrals
• Contributes to a positive work environment by aligning with TD's Model, Brand and Culture
• Collaborates to contribute to team and organizational success
• Seeks opportunities to improve delivery of work with high quality
• Takes ownership of career development and seeks diverse feedback
• Adapts to change and adheres to TD's Shared Commitments
• Supports an inclusive culture and exceptional employee experience

OCC Language

• This position falls within the definition of Loan Originator under Regulation Z (Truth in Lending Act) and Mortgage Loan Originator under the SAFE Act
• Must be eligible for employment with a covered financial institution under Regulation Z
• Must be eligible for registration as a registered mortgage loan originator with the NMLS
• Requires satisfactory results on criminal background check and credit check, and applicable disclosures

Physical Requirements

The role involves typical office activities with varying physical demands. See below for a summary of activity levels and travel:

• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Continuous
• Performing multiple tasks – Continuous
• Operating standard office equipment – Continuous
• Responding quickly to sounds – Continuous
• Sitting – Frequent
• Standing – Frequent
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying (over 25 lbs.) – Occasional
• Squatting – Occasional
• Bending – Occasional
• Kneeling – Occasional
• Crawling – Occasional
• Climbing – Occasional
• Reaching overhead – Occasional
• Reaching forward – Occasional
• Pushing – Occasional
• Pulling – Occasional
• Twisting – Occasional
• Concentrating for long periods – Continuous
• Applying common sense to regulated situations – Continuous
• Reading, writing, and comprehending instructions – Continuous
• Performing basic arithmetic – Continuous

The above describes the general nature and level of work. It is not an exhaustive list of responsibilities, duties, and skills.

Who We Are

TD is a leading global financial institution and the fifth largest bank in North America by branches/stores. We strive to make every interaction remarkable, simple, and human for millions of households and businesses worldwide. With over 95,000 colleagues, TD is committed to leadership in client experience and fostering a client-facing culture. We are reimagining what banking can be for clients, colleagues, and communities.

Our Total Rewards

Our Total Rewards package reflects investments in colleagues' financial, physical, and mental well-being. It includes base salary and variable compensation/awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition. Learn more

Additional Information

We’re delighted you’re considering a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we provide the support needed to thrive both at work and at home.

If you’re interested in a specific career path or want to build certain skills, you’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and mentoring programs to unlock future opportunities.

If you’re passionate about helping clients and building deep relationships, TD offers diverse career paths to grow your expertise and make a meaningful impact. We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, and everyone has fair opportunities to grow.

Training & Onboarding

We provide training and onboarding sessions to ensure you have what you need to succeed in your new role.

Interview Process

We will reach out to candidates of interest to schedule an interview. We strive to communicate outcomes to all applicants by email or phone.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

If you are an applicant with a disability and need accommodations to complete the application process, please email USWAPTDO@td.com with your full name, best way to reach you, and the accommodation needed.