Relationship Banker I- Hartford

TD • Hartford, CT

1d • $23 - $29 • 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 and improve 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. Based in a bank location, the banker supports clients through personalized solutions, ongoing guidance, and referrals, including mortgage-related inquiries and residential lending activities.

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.
• Clear and effective communication skills 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 NMLS registration as a mortgage loan originator under the SAFE Act.
• Satisfactory criminal background and credit checks, and required 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 through walk-in opportunities, lead management, and outbound outreach.
• Engage clients in meaningful, goals-based discovery to identify their needs and priorities.
• 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.
• Establish next steps and follow up to reinforce client relationships and support long-term financial progress.
• Educate clients on TD products, services, and digital capabilities to support everyday banking and financial wellness.
• Accept mortgage inquiries, refer clients for mortgage solutions, and participate in other residential lending activities.
• Deliver a welcoming, personalized client experience and serve as the primary point of accountability for client concerns, resolving issues or escalating them as needed.
• Identify opportunities to deepen client relationships, improve client outcomes, and drive acquisition and retention.
• Maintain accurate client information and documentation, follow policies and regulatory requirements, and escalate discrepancies or risk indicators appropriately.
• Verify client identification and follow AML, authentication, documentation, and data-integrity standards.
• Complete required training and contribute to a positive, collaborative team environment by sharing insights and best practices.

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
• Potential eligibility for cash and/or equity incentive awards through an incentive plan

What This Job Offers

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