Relationship Banker I (74th & Broadway) 30 Hours

TD Bank • New York, NY

4d • 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 help them pursue 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 banker engages clients in a bank location through walk-in opportunities, lead management, and outbound outreach. They conduct goals-based discovery, explain relevant banking options clearly and transparently, recommend personalized solutions and next steps, and provide ongoing guidance on TD products, services, and digital capabilities. The role also engages clients on mortgage products and refers them for mortgage solutions or other residential lending activities.

The position is accountable for delivering a welcoming, personalized client experience, resolving concerns or escalating them when needed, and supporting client acquisition, retention, and relationship growth. It requires accurate documentation, sound risk awareness, compliance with applicable policies and regulations, and collaboration with colleagues and partners. The role is classified as a Loan Originator and Mortgage Loan Originator under applicable regulations and requires eligibility for covered-financial-institution employment and NMLS registration. A satisfactory criminal background check and credit report check are required.

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.
• 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 check and credit report check, and required statements or certifications regarding administrative, civil, and criminal findings by government agencies or authorities.

Nice To Haves

• Teller or cash-handling experience in a financial institution.
• Experience educating clients about products and services in a consultative manner.
• Notary license, or ability to obtain one.

Responsibilities

• Acquire and deepen client relationships through walk-in engagement, lead management, and outbound outreach.
• Conduct meaningful, goals-based discovery to understand client needs and priorities.
• Explain relevant product and service options, including features, benefits, and potential risks, in clear and transparent language.
• Deliver personalized solutions and next steps by connecting clients with appropriate products, services, or partners.
• Provide ongoing guidance on TD products, services, and digital capabilities to support everyday banking and financial wellness.
• Establish clear next steps and follow-up, and build client relationships through consistent, personalized interactions.
• Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage solutions or other residential lending activities.
• Serve as the primary point of accountability for client concerns, resolving issues end-to-end where possible and escalating them when required.
• Identify opportunities to improve client outcomes and deepen relationships, supporting acquisition, retention, and relationship growth at the bank location.
• Maintain accurate client information and documentation, follow policies and regulatory requirements, and apply sound judgment to balance client needs with risk and compliance requirements.
• Verify client identification, maintain data integrity, follow authentication and documentation standards, and comply with AML requirements.
• Identify discrepancies, material changes, or risk indicators and escalate them appropriately.
• Complete required training and strengthen risk and compliance knowledge.
• Share insights, lessons learned, and best practices; collaborate with team members and partners and contribute to a positive, inclusive work environment.
• Participate in performance and development activities and take accountability for outcomes.
• Complete required job-related training and obtain and maintain active NMLS registration as required for the role.

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
• Base salary and variable compensation or incentive awards, with eligibility for cash and/or equity awards generally through participation in an incentive plan

What This Job Offers

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