Relationship Banker I - Monroe Township (30 hrs) - Bilingual Preferred (Spanish)

TD Bank•Monroe Township, NJ

8d•Onsite

About The Position

The Relationship Banker I brings TD’s relationship-driven banking experience to life by partnering with clients to help them achieve financial goals through personalized solutions that support 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. Working in a bank location, the banker engages clients through walk-in opportunities, lead management, and outbound outreach. They uncover client needs through goals-based discovery, explain relevant options clearly and transparently, recommend appropriate products, services, or partners, and provide ongoing guidance on TD products and digital capabilities. The role also handles mortgage inquiries and referrals and supports residential lending activities. The position is responsible for a welcoming, personalized client experience, resolving concerns or escalating them when needed, growing client relationships, and completing operational activities accurately and in compliance with applicable policies and regulations. It is a 30-hour position located in Monroe Township, New Jersey. Spanish is preferred.

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.
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 for NMLS registration as a registered mortgage loan originator.
Satisfactory criminal background and credit report checks, and required statements or certifications regarding government agency or authority findings.

Nice To Haves

Spanish language skills preferred.
Teller or cash-handling experience in a financial institution.
Experience educating clients on products and services in a consultative manner.
Notary license, or ability to obtain one.

Responsibilities

Acquire and deepen client relationships through walk-in opportunities, lead management, and outbound outreach.
Conduct meaningful, goals-based discovery to identify clients’ needs and priorities.
Explain relevant product and service 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.
Provide ongoing guidance and educate clients about TD products, services, and digital capabilities.
Accept mortgage inquiries, refer clients for mortgage solutions, and engage in other residential lending activities.
Deliver a welcoming client experience, resolve client concerns end-to-end where possible, and escalate issues when required.
Maintain accurate client information and documentation while adhering to risk, compliance, AML, and regulatory requirements.
Verify client identification, maintain data integrity, follow authentication standards, and escalate discrepancies or risk indicators.
Complete required training, share best practices with the team, and contribute to a positive, collaborative work environment.