Relationship Banker I

TD • Summerville, SC

1d • $23 - $29 • Onsite

About The Position

The Relationship Banker I is a banking professional who brings TD’s relationship-driven banking experience to clients. The role helps clients pursue their financial goals by providing personalized solutions that support their financial well-being. It acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution while meeting TD’s risk and regulatory standards.

This position works in a bank location, engaging clients through walk-in opportunities, lead management, and outbound outreach. The banker learns about client needs, explains suitable options and their features, benefits, and potential risks, and connects clients with appropriate products, services, or partners. The role also provides ongoing guidance on TD products, services, and digital capabilities; handles or refers mortgage inquiries; and maintains accurate documentation and compliance with relevant policies and regulations.

The position requires eligibility for employment with a covered financial institution and eligibility to register as a mortgage loan originator with the NMLS. A satisfactory criminal background check and credit report check, along with required applicant statements or certifications, are required by federal law. The role is based in Summerville, South Carolina, and lists 40 hours.

Requirements

• High school diploma or GED, or an equivalent combination of education and experience.
• At least 1 year of experience engaging with clients in a service, sales, or relationship-building environment.
• Experience educating clients about products and services in a consultative manner.
• Ability to communicate clearly and effectively with clients and colleagues.
• Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Sound judgment and problem-solving skills in client interactions.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Ability to complete required job-related training after hire.
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS), as required for the role.
• 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 the NMLS under the SAFE Act and applicable regulations.
• Satisfactory criminal background check and credit report check, and required statements or certifications regarding administrative, civil, and/or criminal findings by government agencies or authorities.

Nice To Haves

• Teller or cash-handling experience in a financial institution.
• Notary license, or ability to obtain one.

Responsibilities

• Acquire clients at a bank location through walk-in opportunities, lead management, and outbound outreach.
• Conduct meaningful, goals-based discovery to understand client needs and priorities.
• Explain relevant banking options, including features, benefits, and potential risks, in clear and transparent language.
• Deliver personalized solutions and next steps by connecting clients to appropriate products, services, or partners.
• Establish follow-up actions and reinforce client relationships to support long-term financial progress.
• Provide ongoing guidance and educate clients about TD products, services, and digital capabilities.
• Build and strengthen client relationships through consistent, personalized interactions.
• Engage clients on mortgage products, accept mortgage inquiries, refer clients for mortgage solutions, or perform other residential lending activities.
• Follow policies, procedures, and regulatory requirements; maintain accurate documentation and protect the client and the Bank.
• Serve as the primary point of accountability for client concerns, resolve issues end-to-end where possible, and escalate them when required.
• Identify opportunities to deepen client relationships, improve outcomes, and support client acquisition and retention.
• Verify client identification, maintain data integrity, and follow authentication and documentation standards, including AML requirements.
• Identify potential discrepancies, material changes, or risk indicators and escalate them appropriately.
• Complete required training and strengthen risk and compliance knowledge.
• Share insights, lessons learned, and best practices, collaborate with team members and partners, and contribute to a positive, inclusive work environment.
• Participate in performance and development activities and take accountability for outcomes.

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.
• Base salary and variable compensation or incentive awards, including potential eligibility for cash and/or equity incentive awards.

What This Job Offers

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