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TD

Relationship Banker II – Bilingual Spanish Preferred

TD

. Serve as a customer liaison by providing financial expertise and consultative advice on personal banking solutions and needs .

Posted 11/6/2026full-timeStarke • Florida • United StatesSenior💰 $24 - $34 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal and business banking products, providing consultative financial advice and education to customers. Proficient in customer relationship management and operational compliance, with a strong focus on customer service and relationship building.

Highest-signal resume keywords
Customer Relationship ManagementFinancial EducationNMLS RegistrationTeller TransactionsRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Personal Banking SolutionsBusiness Banking ProductsFraud MitigationDocumentation AccuracyMicrosoft Office Proficiency
Soft Skills
Superior Customer ServiceStrong Organizational SkillsExcellent Communication SkillsEffective Problem-Solving SkillsAbility to Work Independently
Certifications & Qualifications
Notary LicenseNMLS Registration
Industry Keywords
Regulation ZSAFE ActCustomer OutreachOperational ExcellenceTeam Collaboration

About the role

Key responsibilities & impact
  • Serve as a customer liaison by providing financial expertise and consultative advice on personal banking solutions and needs
  • Work across multiple TD store locations in Starke, Lake City, and Live Oak
  • Act as a subject matter expert on TD personal and business banking products, services, policies, and procedures
  • Recommend products based on customer needs and explain product features and benefits
  • Use Customer Relationship Management tools for customer assessments, insights, and outbound sales activities
  • Participate in customer outreach, servicing, and advice activities
  • Engage customers in conversations about loan products and facilitate application intake
  • Deliver end-to-end advice, financial education, proactive insights, and recommendations
  • Build and nurture customer relationships and provide referrals to partner bankers
  • Lead lobby customer flow, welcome customers, discover needs, and guide them appropriately
  • Perform teller transactions including check cashing, deposits, transfers, and withdrawals
  • Monitor fraud mitigation and follow operational policies and procedures
  • Resolve customer questions and concerns and escalate issues when necessary
  • Promote TD’s full suite of products, sales, services, and banking capabilities
  • Ensure accurate documentation, due diligence, and compliant transaction processing
  • Escalate non-standard or high-risk transactions and activities
  • Support operational excellence, risk controls, and regulatory compliance
  • Participate fully as a team member and maintain timely communication
  • Enhance knowledge, transfer expertise, and participate in performance development activities
  • Keep stakeholders informed about project and day-to-day activity status
  • Collaborate with team members and partner bankers
  • Seek opportunities to improve work quality and delivery
  • Act as a TD brand ambassador internally and externally
  • Positively embrace change and adhere to TD’s code of conduct and shared commitments

Requirements

What you’ll need
  • HS Diploma or GED required
  • 2 year degree preferred
  • 2+ years of related experience required
  • Teller experience preferred
  • Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
  • Must be eligible for registration as a registered mortgage loan originator with NMLS
  • Must be eligible for employment with a covered financial institution under Regulation Z and the SAFE Act
  • Satisfactory criminal background check and credit report check required
  • Statements/certification regarding administrative, civil, and/or criminal findings required by federal law
  • Cross trained to take customer transactions
  • Ability to work in different locations and environments
  • Must be able to do same day travel to multiple work locations within a designated region or area
  • Superior customer service skills
  • Strong organizational skills
  • Excellent communication skills
  • Effective problem-solving skills
  • Ability to schedule and prioritize work
  • Ability to work independently and within deadlines
  • Proficient in Microsoft Office
  • Ability to provide community services, including Financial Education classes
  • Notary License preferred
  • Ability to perform sedentary work, multiple tasks, and operate standard office equipment
  • Ability to respond quickly to sounds
  • Ability to sit continuously, stand and walk as required
  • Ability to lift/carry under and over 25 lbs. occasionally
  • Ability to concentrate for long periods
  • Ability to read, write, comprehend instructions, and perform basic arithmetic

Benefits

Comp & perks
  • Base salary and variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards
  • 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
  • Regular career, development, and performance conversations with manager
  • Online learning platform
  • Mentoring programs
  • Training and onboarding sessions
  • Equal opportunity employer
  • Disability accommodations during the application process