Relationship Banker II (Sr.) Float (7th & I)

TD • Washington, DC

1d • $26 - $36 • 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 about personal banking solutions. The role supports business growth by identifying suitable TD products and services that help customers meet financial goals and strengthen their relationship with the bank. The position works across multiple locations and requires adaptability to different settings, including same-day travel between work locations in a designated region or area.

The role serves as a subject matter expert for customers and colleagues on TD products, services, policies, and procedures, including personal and business banking. It assesses customer needs, recommends products, supports loan-product conversations and application intake, uses customer relationship management tools for customer insights and outreach, and provides customer service and advice. The banker may perform teller transactions, manage customer flow in the lobby, resolve customer concerns, and refer customers to partner bankers.

The position also supports accurate business processes, operational excellence, risk controls, and compliance. It requires active NMLS registration and eligibility to work as a loan originator and registered mortgage loan originator under applicable requirements. The role is subject to criminal background and credit report checks and related disclosures or certifications required by federal law.

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 registered mortgage loan originator with NMLS under the SAFE Act and applicable regulations.
• Must successfully meet federal requirements for a criminal background check, credit report check, and related applicant statements or certifications.
• Superior customer service skills.
• Strong organization skills and ability to handle multiple tasks in a fast-paced environment.
• Excellent communication skills, with the ability to be concise, clear, and consistent.
• Demonstrated problem-solving skills.
• Ability to schedule and prioritize work.
• Ability to work independently and meet deadlines.
• Proficiency in Microsoft Office.
• Ability to provide community services, including financial education classes.
• 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.
• Ability to perform teller transactions as needed.
• Ability to comply with bank policies, procedures, conduct expectations, and applicable risk controls.

Nice To Haves

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

Responsibilities

• Advise customers on personal banking needs and recommend appropriate products and services based on their goals.
• Serve as a subject matter expert for customers and colleagues on TD products, services, policies, and procedures, including personal and business banking.
• Use customer relationship management tools to assess customer needs, develop customer insights, and support proactive outreach and sales activities.
• Engage customers in conversations about loan products and facilitate application intake.
• Participate in customer outreach, servicing, and advice activities, providing financial education and support through challenging times and life events.
• Build and nurture customer relationships through active listening, product knowledge, consultative advice, and appropriate referrals.
• Lead lobby flow by welcoming customers, identifying initial needs, and directing them to appropriate support.
• Educate customers on self-service and digital banking options that meet their preferences and needs.
• Resolve customer questions and concerns, escalating issues when appropriate.
• May conduct teller transactions, including check cashing, deposits, transfers, and withdrawals, while monitoring for fraud and following operational procedures.
• Promote the full suite of products, sales, services, and banking capabilities.
• Complete business processes accurately and on time; maintain proper documentation and due diligence for customer transactions and activities.
• Follow operating policies, the Bank Code of Conduct, and risk and control procedures; escalate non-standard or high-risk transactions as necessary.
• Travel to multiple work locations within a designated region or area, including same-day travel.
• Participate in team activities, knowledge sharing, performance development, and coaching; keep colleagues informed about relevant work and progress.
• Build relationships with partner bankers and make effective referrals.
• Contribute to a positive, inclusive work environment and support the success of the team and organization.
• Seek feedback and opportunities to improve work quality, develop skills, and adapt to change.

Benefits

• 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
• Reward and recognition
• Potential eligibility for cash and/or equity incentive awards through an incentive plan
• Training and onboarding
• Access to an online learning platform and mentoring programs

What This Job Offers

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