Relationship Banker I - Darien (Bilingual Spanish Preferred)

TD Bank • Darien, CT

7d • Onsite

About The Position

The Relationship Banker I is a banking professional who delivers TD’s relationship-driven banking experience 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 adhering to risk and regulatory standards. Based in a bank location, the banker engages walk-in clients, manages leads, and conducts outbound outreach; discovers client needs; explains suitable options transparently; and connects clients with appropriate products, services, or partners. The banker provides ongoing guidance on TD products, services, and digital capabilities, supports mortgage inquiries and referrals, and follows through on client needs. The role also requires accurate documentation, sound risk awareness, compliance with applicable policies and regulations, and collaboration with colleagues and partners.

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 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.
• Eligibility for employment with a covered financial institution and registration as a registered mortgage loan originator under applicable Regulation Z and SAFE Act requirements.
• Satisfactory criminal background and credit report checks, and required statements or certifications regarding government agency or authority findings.

Nice To Haves

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

Responsibilities

• Acquire clients through walk-in opportunities, lead management, and outbound outreach at a bank location.
• Conduct meaningful, goals-based discovery to understand clients’ needs, priorities, and financial goals.
• Explain relevant products and services, including features, benefits, and potential risks, in clear and transparent language.
• Provide personalized solutions and next steps, connecting clients to appropriate products, services, and partners.
• Execute accurately, establish follow-up, and strengthen client relationships through consistent, personalized interactions.
• Educate clients about TD products, services, and digital capabilities to support everyday banking and financial wellness.
• Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage solutions or other residential lending activities.
• Resolve client concerns end-to-end where possible and escalate issues when required.
• Accurately capture and verify client information, 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, share insights and best practices, collaborate with colleagues and partners, and participate in performance and development activities.

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, training, mentoring, and access to an online learning platform.
• Base salary and variable compensation or incentive awards, with eligibility for cash and/or equity incentive awards generally through an incentive plan.

What This Job Offers

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