Relationship Banker I - Roxbury (30hrs)

TD • Succasunna, NJ

13h • $24 - $33 • Onsite

About The Position

The Relationship Banker I is a customer liaison who helps deliver TD’s Brand promise through financial expertise and consultative advice. The role supports business growth by identifying appropriate banking solutions that help customers meet their financial goals and strengthen their relationship with TD. The banker uses knowledge of products, services, and routine transactions to educate customers, make recommendations, refer customers to appropriate partners, and provide a positive experience. The role also uses customer relationship management tools to assess needs and support proactive, lead-focused outreach and sales activities.

The position establishes and nurtures customer relationships by listening, identifying needs, explaining products and services, and resolving customer issues, escalating when necessary. It includes customer outreach, servicing and advice, facilitating loan application intake, and may include teller transactions such as check cashing, deposits, transfers, and withdrawals. The employee must maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS).

The role also supports store operations, operational excellence, risk controls, compliance, accurate documentation, and teamwork. It requires adherence to applicable regulations and company policies, including Bank Secrecy Act and Patriot Act requirements. Candidates must meet covered-financial-institution employment eligibility standards and be eligible for NMLS registration. A satisfactory criminal background check and credit report check, along with required applicant statements or certifications, are required by federal law.

This is a 30-hour position. TD provides training and onboarding, career and development conversations, access to an online learning platform and mentoring programs, and a competitive benefits plan. The listed physical requirements include continuous sedentary work, multitasking, use of standard office equipment, responding quickly to sounds, concentration, reading and writing, and basic arithmetic; sitting and standing are frequent, while walking and various other movements and lifting are occasional. Domestic travel is occasional; international travel is never required.

Requirements

• High school diploma or GED.
• At least 1 year of experience working with customers and/or in sales, or equivalent demonstrated through volunteering, education, or military experience; listed as preferred in the posting.
• Ability to complete teller training upon hire to handle customer transactions.
• Strong organization skills and ability to manage multiple tasks in a fast-paced environment.
• Excellent communication skills, with the ability to communicate concisely, clearly, and consistently.
• Ability to schedule and prioritize work, work independently, and meet deadlines.
• Sound judgment, decision-making, and effective problem-solving skills.
• Proficiency in Microsoft Office.
• Must maintain active registration status with NMLS.
• Must be eligible for employment with a covered financial institution under applicable Regulation Z standards and eligible for registration as a mortgage loan originator with NMLS.
• Satisfactory criminal background check and credit report check, and required applicant statements or certifications.
• Ability to meet the physical requirements described, including continuous sedentary work, multitasking, standard office equipment use, and concentration.

Nice To Haves

• Teller experience.
• Demonstrated ability to engage customers in conversations while educating them about products and services.
• Notary license.
• At least 1 year of customer-facing and/or sales experience, or equivalent demonstrated through volunteering, education, or military experience.

Responsibilities

• Educate customers about banking products and services, identify needs, make appropriate recommendations, and refer customers to internal partners.
• Establish and nurture customer relationships by listening, engaging in conversations, and providing consultative advice and solutions.
• Use customer relationship management tools to assess customer needs and conduct proactive, lead-focused outreach and sales activities.
• Resolve customer issues, errors, and problems independently, escalating when necessary.
• Participate in customer outreach, servicing, advice, and loan-product conversations; facilitate loan application intake.
• Deliver customer service and advice, advocate for customers’ financial confidence, and provide proactive tips and insights.
• Manage lobby flow, welcome customers, discover initial needs, and guide them appropriately.
• Educate customers about self-service and digital banking options that meet their preferences and needs.
• May perform teller transactions, including check cashing, deposits, transfers, and withdrawals, while monitoring fraud and following procedures.
• Comply with operational policies, regulations, risk controls, and due-diligence requirements; ensure transactions and documentation are accurate.
• Support store operations and operational excellence, escalating non-standard or high-risk transactions or activities as needed.
• Participate as a team member, share relevant updates and knowledge, build relationships with partner bankers, and make effective referrals.
• Use feedback and development opportunities to improve performance, skills, and work quality.
• Support a positive, inclusive work environment and represent TD as a brand ambassador.
• Maintain active NMLS registration and meet applicable mortgage loan originator eligibility requirements.

Benefits

• Base salary and variable compensation or incentive awards, potentially including cash and/or equity awards through an incentive plan.
• 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 programs, and access to an online learning platform.
• Reward and recognition programs.

What This Job Offers

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