Relationship Banker I (20) North Mt. Pleasant

TD Bank • Mount Pleasant, SC

2d • Onsite

About The Position

The Relationship Banker I is a banking professional who brings TD’s relationship-driven banking experience to life by partnering with clients to help them achieve their financial goals. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution, while meeting TD’s risk and regulatory standards. It engages clients through walk-in opportunities, lead management, and outreach; discovers client needs and priorities; explains relevant options clearly; and connects clients with appropriate products, services, or partners. The banker provides ongoing guidance on TD products, services, and digital capabilities, supports everyday banking and financial wellness, and handles mortgage inquiries and referrals. The role also resolves client concerns, completes accurate documentation, follows compliance requirements, and collaborates with colleagues and partners. The position is located in Mount Pleasant, South Carolina, and is listed for 20 hours.

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 on 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 and for registration as a registered mortgage loan originator with the NMLS.
• Satisfactory criminal background check and credit report check, and required applicant statements or certifications regarding government agency or authority findings.

Nice To Haves

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

Responsibilities

• Acquire clients at the bank location through walk-in opportunities, lead management, and outbound outreach.
• Engage clients through meaningful, goals-based discovery to understand their needs and priorities.
• Explain product and service options, including features, benefits, and potential risks, in clear and transparent language.
• Provide personalized solutions and next steps by connecting clients with appropriate products, services, or partners.
• Follow up with clients and reinforce relationships to support long-term financial progress.
• Educate clients about TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness.
• Accept mortgage inquiries and refer clients for mortgage solutions or other residential lending activities.
• Provide a welcoming, personalized client experience and serve as the primary point of accountability for client concerns, resolving them where possible and escalating when needed.
• Identify opportunities to deepen client relationships and improve client outcomes while balancing client needs with risk and compliance requirements.
• Verify client identification, maintain data integrity, follow authentication and documentation standards, and comply with AML laws and other regulatory 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.

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
• Training and onboarding
• Online learning platform and mentoring programs
• Variable compensation or incentive awards, potentially including cash and/or equity awards

What This Job Offers

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