Relationship Banker II (Sr.) Float (Governors Square)

TD • Bear, DE

2d • $24 - $34 • Onsite

About The Position

The Relationship Banker II Float is a customer liaison who delivers TD’s brand promise through financial expertise and consultative advice on personal banking solutions. The role supports business growth by identifying appropriate TD products and services that help customers meet financial goals and deepen their relationship with the bank. It works across multiple locations and requires adaptability to different contexts and settings.

The banker serves as a subject matter expert for customers and colleagues on TD products, services, policies, and procedures, including personal and business banking. The role uses customer relationship management tools to assess customer needs, identify solutions, and support focused outbound sales. It also provides customer outreach, service, advice, and loan application intake, and requires active NMLS registration.

This position involves customer relationship building, advice, service resolution, referrals, and potentially teller transactions. The banker supports operational excellence and risk controls, collaborates with colleagues and partner bankers, and contributes to an inclusive, positive team environment. The position requires same-day travel among multiple work locations in a designated region or area. The role falls within regulatory definitions of Loan Originator and Mortgage Loan Originator and requires eligibility for employment with a covered financial institution and NMLS registration.

Requirements

• High school diploma or GED required.
• At least 2 years of related experience required.
• Must maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
• Must be eligible for registration as a mortgage loan originator with the NMLS under the SAFE Act.
• Superior customer service skills.
• Strong organizational skills and ability to handle multiple tasks in a fast-paced environment.
• Excellent communication skills, with the ability to communicate concisely, clearly, and consistently.
• Demonstrated problem-solving skills.
• Ability to schedule and prioritize work.
• Ability to work independently and meet deadlines.
• Proficiency in Microsoft Office.
• Ability to adapt to different locations and environments, with agility, teamwork, and flexibility.
• Ability to travel the same day to multiple work locations within a designated region or area.
• Satisfactory criminal background and credit report checks, and required applicant statements or certifications regarding government agency or authority findings.
• Ability to perform the listed physical activities, including continuous walking, sitting, and sedentary work and occasional lifting, bending, reaching, and other movements.

Nice To Haves

• Two-year degree preferred.
• Teller experience preferred.
• Notary license preferred.

Responsibilities

• Advise customers on personal banking solutions and recommend products based on their needs.
• Serve as a subject matter expert on TD products, services, policies, and procedures, including personal and business banking.
• Use customer relationship management tools to assess customer needs, develop customer insights, identify solutions, and conduct focused outbound sales activities.
• Participate in customer outreach, servicing, and advice activities, including conversations about loan products and facilitating application intake.
• Build and nurture customer relationships through active listening, personalized service, referrals, and follow-up recommendations.
• Lead lobby flow by welcoming customers, identifying initial needs, and directing them appropriately.
• Educate customers about self-service and digital banking options that meet their preferences.
• Resolve customer questions and concerns and serve as an escalation point when appropriate.
• Perform a variety of teller transactions, such as check cashing, deposits, transfers, and withdrawals, while monitoring for fraud and following procedures.
• Promote the full suite of products, services, sales, and banking capabilities.
• Follow operating, risk, and control policies; ensure accurate documentation and due diligence; and escalate non-standard or high-risk activity.
• Support operational excellence and the timely, accurate completion of business processes.
• Collaborate with colleagues and partner bankers, make effective referrals, share knowledge, and contribute to a positive team environment.
• Support personal performance and career development, use coaching feedback, and seek opportunities to improve work quality.
• Provide community services, including financial education classes.
• Travel the same day among multiple work locations within a designated region or area.

Benefits

• Base salary and variable compensation or incentive awards, including potential cash and/or equity awards through an incentive plan.
• 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, training, and mentoring programs.
• Reward and recognition.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED