Relationship Banker I (Sunday Availability Required) Shirley

TD • Shirley, NY

13d • $24 - $33 • 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 support their financial goals and overall financial well-being. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution while adhering to risk and regulatory standards.

The role engages clients through walk-in opportunities, lead management, and outbound outreach; discovers client needs and priorities; explains relevant options, features, benefits, and potential risks; and recommends personalized solutions and next steps. It also provides ongoing guidance on TD products, services, and digital capabilities, supports residential lending inquiries and referrals, and follows policies and procedures for accurate documentation and client protection.

The position requires Sunday availability and is based in Shirley, New York. It is listed for 40 hours, with a pay range of $24.25–$32.50 USD. The role includes ongoing training, development conversations, and access to learning and mentoring resources. The posting describes a total rewards package that includes base salary and possible variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition.

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 about 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 applicable Regulation Z standards.
• Must be eligible for registration as a registered mortgage loan originator with the NMLS under the SAFE Act and applicable regulations.
• Satisfactory criminal background and credit report checks, and required applicant statements or certifications regarding government-agency findings.
• Sunday availability is required.

Nice To Haves

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

Responsibilities

• Acquire clients at a bank location through walk-in opportunities, lead management, and outbound outreach.
• Conduct goals-based discovery to understand client needs, priorities, and financial goals.
• Explain relevant banking options, including features, benefits, and potential risks, in clear and transparent language.
• Recommend personalized solutions and next steps, connecting clients with appropriate products, services, or partners.
• Execute accurately, establish follow-up steps, and reinforce client relationships to support long-term financial progress.
• Educate clients about TD products, services, and digital capabilities, and provide ongoing guidance 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 as applicable.
• Follow policies, procedures, and regulatory requirements; maintain accurate documentation, risk awareness, and client and Bank protections.
• Provide a welcoming, personalized client experience and act as the primary point of accountability for concerns, resolving them where possible and escalating when needed.
• Identify opportunities to acquire, retain, and deepen client relationships and improve client outcomes.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other compliance standards.
• Identify discrepancies, material changes, and risk indicators and escalate them in accordance with policy and procedure.
• Complete required training and build risk and compliance knowledge; share insights and best practices with the team.
• Collaborate with team members and partners, contribute to a positive work environment, and participate in performance and development activities.
• Act in accordance with TD’s code of conduct and ethical standards and embrace different perspectives.

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
• Variable compensation or incentive awards may be available, including cash and/or equity awards through an incentive plan

What This Job Offers

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