Relationship Banker I (74th & Broadway) 30 Hours

TD • New York, NY

5d • $24 - $33

About The Position

The Relationship Banker I brings TD’s relationship-driven banking experience to life by partnering with clients to help them achieve their financial goals and improve their financial well-being. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution while meeting TD’s risk and regulatory standards.

At a bank location, the banker engages clients through walk-in opportunities, lead management, and outbound outreach; discovers client needs and priorities; explains relevant options, including features, benefits, and potential risks; and connects clients to personalized solutions, products, services, or partners. The banker provides ongoing guidance on TD products and digital capabilities, follows up on next steps, and supports long-term client relationships. The role also engages with mortgage products and inquiries, including referrals for mortgage solutions or other residential lending activities.

The position requires adherence to operational, regulatory, AML, and documentation requirements, as well as accurate client identification and escalation of potential risks. It is classified as a Loan Originator and Mortgage Loan Originator under applicable federal regulations and requires eligibility for employment with a covered financial institution and registration with the NMLS. A satisfactory criminal background check and credit report check, along with required applicant statements or certifications, are required.

The position is based in New York, New York, and is listed for 30 hours. The stated pay range is $24.25–$32.50 USD. TD describes its total rewards as including base salary and variable compensation or incentive awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition. TD also provides role training and onboarding, development conversations, online learning, and mentoring programs.

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 after 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 under Regulation Z requirements.
• Eligibility for registration as a registered mortgage loan originator with the NMLS under the SAFE Act.
• Satisfactory criminal background check and credit report check, and required applicant statements or certifications regarding government-agency findings.

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 client discovery to understand needs and priorities and confirm understanding.
• 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 and follow up on agreed next steps to support long-term client relationships.
• Educate clients about TD products, services, and digital capabilities and provide ongoing guidance.
• Build client relationships through consistent, personalized, client-first interactions.
• Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage or other residential lending solutions.
• Resolve client concerns end-to-end where possible and escalate them promptly when needed.
• Balance client needs with risk and compliance requirements; capture client information accurately and follow applicable policies.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory standards.
• Identify potential discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Share insights, lessons learned, and best practices with the team; collaborate with team members and partners.
• Contribute to a positive team environment, participate in performance and development activities, 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, with eligibility for cash and/or equity incentive awards generally through an incentive plan
• Training and onboarding
• Online learning platform and mentoring programs

What This Job Offers

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