Relationship Banker I - Montville (30hrs)

TD • Montville, NJ

5d • $24 - $33 • Onsite

About The Position

The Relationship Banker I is a banking professional who brings TD’s relationship-driven banking experience to life by partnering with clients to help them achieve their financial goals. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution while following risk and regulatory standards. It is based at a bank location and is listed for 30 hours in Montville, New Jersey.

The banker engages clients through walk-in opportunities, lead management, and outbound outreach; learns about client needs and priorities; explains relevant options, products, and risks in clear language; and connects clients with appropriate solutions, services, or partners. The role provides ongoing guidance on TD products and digital banking capabilities, supports mortgage inquiries and referrals, and builds lasting relationships through personalized interactions.

The position also requires accurate documentation, sound risk awareness, compliance with company policies and regulations, and protection of client and Bank interests. The banker serves as an accountable point of contact for client concerns, resolves issues where possible, and escalates issues when needed. Team participation, required training, and continued development are part of the role. This position is classified as a Loan Originator and Mortgage Loan Originator under the stated federal regulations and requires eligibility for employment with a covered financial institution and registration with NMLS.

Requirements

• High school diploma or GED, or 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 on 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 upon 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 the stated Regulation Z standards.
• Must be eligible for registration as a registered mortgage loan originator with NMLS under the SAFE Act and its implementing regulations.
• Satisfactory criminal background and credit report checks, and required applicant statements or certifications regarding government-agency findings.
• The role requires continuous performance of sedentary work, multiple tasks, operation of standard office equipment, responding quickly to sounds, concentration, reading, writing, comprehending instructions, and basic arithmetic. Sitting and standing are frequent; domestic travel, walking, moving in confined spaces, lifting/carrying, and various bending, reaching, climbing, pushing, pulling, and twisting activities are occasional.

Nice To Haves

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

Responsibilities

• Acquire new client relationships at a bank location through walk-in engagement, lead management, and outbound outreach.
• Conduct meaningful, goals-based discovery to identify client needs, priorities, and financial goals.
• Explain banking options, features, benefits, and potential risks clearly and transparently.
• Deliver personalized solutions and connect clients with appropriate products, services, or partners.
• Set clear next steps and follow up to support clients’ long-term financial progress.
• Educate clients about TD products, services, and digital capabilities to support everyday banking and financial wellness.
• Build and strengthen client relationships through consistent, personalized interactions.
• Accept mortgage inquiries, refer clients for mortgage solutions, and engage in other residential lending activities.
• Follow policies, procedures, and regulatory requirements; maintain accurate documentation and risk awareness.
• Resolve client concerns end-to-end where possible and escalate them in a timely manner when required.
• Identify opportunities to deepen client relationships, improve outcomes, and support acquisition and retention.
• Verify client identification, maintain data integrity, follow authentication and documentation standards, and comply with AML and other regulatory requirements.
• Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Share insights, lessons learned, and best practices; collaborate with colleagues and partners; and contribute to a positive, inclusive team 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 programs.
• Potential eligibility for cash and/or equity incentive awards through an incentive plan.

What This Job Offers

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