Relationship Banker II - Worcester Park Ave - Spanish Speaking Preferred

TD • Worcester, MA

4d • $23 - $31 • Onsite

About The Position

The Relationship Banker II (Retail Banker II) serves as a customer liaison and helps deliver TD’s brand promise through financial expertise and consultative advice. The role advises customers on banking solutions, identifies appropriate TD products and services, and supports customers in achieving their financial goals while strengthening their relationship with the bank. The banker acts as a subject matter expert in the store on personal and business banking products, services, policies, and procedures, and makes recommendations based on customer needs. The role builds customer relationships through active listening, customer assessments, proactive outreach, sales activities, service, and referrals. It also involves discussing loan products and facilitating application intake; active NMLS registration is required.

The position delivers customer service and advice through lobby leadership, personalized interactions, transaction support, customer issue resolution, and education about self-service and digital banking options. It may include teller transactions such as check cashing, deposits, transfers, and withdrawals. The banker follows operational, risk, compliance, and documentation requirements, including applicable banking laws and policies, and contributes to team performance, knowledge-sharing, customer referrals, and a positive and inclusive work environment.

The role is based at Worcester Park Ave in Worcester, Massachusetts, with 40 hours listed. The job posting describes continuous sedentary work and use of standard office equipment, along with frequent sitting and standing and occasional walking, lifting, bending, and other physical activities. Occasional domestic travel is listed; international travel is never required.

Requirements

• High school diploma or GED required.
• At least 2 years of related experience working with customers and/or in sales.
• Active registration status with NMLS is required.
• Must be eligible for employment with a covered financial institution under Regulation Z requirements.
• Must be eligible for registration as a registered mortgage loan originator with NMLS under the SAFE Act and related regulations.
• Satisfactory criminal background and credit report checks, and required applicant statements or certifications regarding government agency or authority findings.
• Superior customer service skills.
• Strong organizational skills and the ability to handle multiple tasks in a fast-paced environment.
• Excellent communication skills, with the ability to communicate clearly, concisely, and consistently.
• Demonstrated problem-solving skills.
• Ability to schedule and prioritize work, work independently, and meet deadlines.
• Proficiency in Microsoft Office.
• Ability to provide community services, including financial education classes.
• Must be cross-trained to handle customer transactions upon hire.
• Ability to comply with applicable policies, procedures, regulations, and the Bank Code of Conduct.

Nice To Haves

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

Responsibilities

• Advise customers on personal and business banking products and services, recommending solutions based on customer needs and financial goals.
• Build and nurture customer relationships through active listening, customer assessments, proactive outreach, sales activities, and appropriate referrals.
• Use customer relationship management tools to identify customer solutions and support lead-focused outbound sales activities.
• Engage customers in conversations about loan products and facilitate application intake.
• Deliver customer service and advice, resolve customer concerns, and escalate issues or transactions when appropriate.
• Lead lobby customer flow by welcoming customers, identifying initial needs, and guiding them to appropriate service.
• Educate customers about self-service and digital banking options that align with their preferences and needs.
• May perform teller transactions, including check cashing, deposits, transfers, and withdrawals, while following fraud mitigation and operating procedures.
• Complete operational activities in compliance with company policies and applicable regulations, including Bank Secrecy Act and Patriot Act requirements.
• Ensure business processes, customer transactions, and documentation are accurate, properly supported, and completed on time.
• Promote TD’s products, services, sales, and banking capabilities while supporting operational excellence and risk controls.
• Participate as a team member by sharing knowledge, communicating relevant updates, collaborating with colleagues, and making effective referrals to partner bankers.
• Participate in performance management, coaching, training, and career development, and seek opportunities to improve work quality and delivery.
• Support a positive, fair, diverse, and respectful work environment and act as a TD brand ambassador.

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
• Variable compensation or incentive awards, potentially including cash and/or equity incentive awards

What This Job Offers

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