Relationship Banker I (US) - Hyannis, MA

TD • Hyannis, MA

7d • $23 - $29 • Onsite

About The Position

The Relationship Banker I is a customer liaison who helps deliver TD’s brand promise by applying financial expertise and consultative advice to customers’ banking needs. The role supports business objectives and growth by identifying appropriate banking solutions that help customers achieve financial goals and strengthen their relationship with TD. The banker builds customer relationships through product knowledge, active listening, personalized recommendations, and referrals to appropriate colleagues or internal partners. The role also handles routine banking transactions, customer outreach and service, and conversations about loan products, including facilitating application intake. An active NMLS registration is required.

The position requires broad knowledge of banking products, services, processes, and operating procedures. It independently handles routine customer issues, escalates matters when needed, supports store operations and risk controls, and contributes to a welcoming, inclusive, and collaborative team environment. The role includes teller training after hire and may involve performing teller transactions.

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.
• Must complete teller training upon hire to take customer transactions.
• Must maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS).
• 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 NMLS under the SAFE Act and applicable regulations.
• Satisfactory criminal background and credit report checks, and required applicant statements/certifications regarding government agency or authority findings.
• Ability to organize and handle multiple tasks in a fast-paced environment.
• Excellent communication skills, with the ability to be concise, clear, and consistent.
• Ability to schedule and prioritize work, work independently, and meet deadlines.
• Sound judgment and effective problem-solving skills.
• Proficiency in Microsoft Office.

Nice To Haves

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

Responsibilities

• Build customer relationships through active listening, product knowledge, and conversations that identify financial needs and appropriate solutions.
• Recommend products and explain their features and benefits based on customer needs; refer customers to appropriate team members or internal partners.
• Use customer relationship management tools to conduct customer assessments and support proactive, lead-focused outbound sales activity.
• Resolve customer issues independently and escalate when necessary.
• Participate in customer outreach, servicing, and advice activities, including conversations about loan products and facilitating application intake.
• Deliver customer service and advice, support customer financial confidence, and provide proactive tips, insights, and resolution support.
• Lead lobby flow by welcoming customers, identifying initial needs, and guiding them appropriately.
• Educate customers about self-service and digital banking options that fit their preferences and needs.
• May perform teller transactions, including check cashing, deposits, transfers, and withdrawals, while monitoring fraud risks and following procedures.
• Comply with operational policies, regulations, risk controls, and due diligence requirements; ensure transaction documentation is accurate and escalate non-standard or high-risk activity.
• Support store operations and operational excellence while completing business processes accurately and on time.
• Participate as a team member, communicate relevant updates, share knowledge, collaborate with partner bankers, and make effective referrals.
• Participate in coaching, performance management, development, and continuous improvement; embrace change and contribute to a positive, inclusive work environment.
• Act as a brand ambassador and adhere to TD’s Shared Commitments and Code of Conduct.

Benefits

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

What This Job Offers

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