Relationship Banker I - Rutland, VT

TD • Rutland, VT

1d • $23 - $29 • Onsite

About The Position

The Relationship Banker I (identified in the job description as Retail Banker I) serves as a customer liaison, using financial expertise and consultative advice to help customers with banking solutions and achieve their financial goals. The role supports business growth by identifying appropriate TD products and services, building customer relationships, and delivering personalized service and advice. It includes routine banking transactions, customer outreach, loan-product conversations and application intake, and referrals to appropriate internal partners. The position requires active registration with the Nationwide Mortgage Licensing System and Registry (NMLS).

The banker supports store operations and risk controls, follows applicable policies and regulations, and ensures customer transactions and documentation are accurate. The role also involves collaboration with colleagues and partner bankers, ongoing development, and contributing to an inclusive, positive team environment. Training and onboarding are provided.

Requirements

• High school diploma or GED.
• At least 1 year of experience working with customers and/or in sales, or equivalent experience demonstrated through volunteering, education, or military experience; the posting labels this experience preferred.
• Must complete teller training upon hire to take customer transactions.
• Must maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS) and be eligible for registration as a registered mortgage loan originator.
• Must be eligible for employment with a covered financial institution under Regulation Z requirements.
• Satisfactory criminal background check and credit report check, plus required applicant statements or certifications regarding government agency or authority findings.
• Strong communication skills, including the ability to communicate clearly, concisely, and consistently.
• Ability to organize and manage multiple tasks in a fast-paced environment.
• Ability to schedule and prioritize work, work independently, and meet deadlines.
• Sound judgment and effective problem-solving skills.
• Proficiency in Microsoft Office.
• Ability to complete the physical and cognitive tasks described in the posting, including frequent sitting and standing, occasional walking and lifting, continuous multitasking and concentration, and reading, writing, and basic arithmetic.

Nice To Haves

• Teller experience.
• Demonstrated ability to engage customers in conversations while educating them about products and services.
• Notary license.

Responsibilities

• Build and nurture customer relationships by listening to customer needs, identifying additional needs, and recommending appropriate banking solutions or referrals.
• Educate customers about products, services, product features, benefits, and self-service and digital banking options.
• Use customer relationship management tools to assess customer needs and support proactive, lead-focused outreach and sales activities.
• Resolve customer questions, issues, errors, and problems independently when appropriate, escalating when necessary.
• Participate in customer outreach, servicing, and advice activities, including conversations about loan products and facilitating application intake.
• Lead lobby interactions by welcoming customers, discovering initial needs, managing customer flow, and guiding customers to appropriate assistance.
• May perform teller transactions, including check cashing, deposits, transfers, and withdrawals, while monitoring for fraud and following operational procedures.
• Comply with company policies and applicable requirements, including the Bank Secrecy Act and Patriot Act, and escalate non-standard or high-risk activity.
• Ensure customer documentation and transactions are accurate, complete, and consistent with customer intentions and applicable rules.
• Support daily store operations, operational excellence, business objectives, and the organization’s risk framework.
• Collaborate with team members and partner bankers, make effective referrals, communicate relevant updates, and contribute to a positive team environment.
• Participate in training, coaching, performance management, and professional development; use feedback to improve performance.
• Promote an inclusive culture and act as a TD brand ambassador internally and externally.

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
• Base salary and variable compensation or incentive awards, subject to eligibility
• Training and onboarding
• Online learning platform and mentoring programs

What This Job Offers

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