Relationship Banker I (30 Hours Weekly) Plainview East

TD Bank • Plainview, NY

21h • 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 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.

Working in a bank location, the banker engages walk-in clients, manages leads, and conducts outbound outreach. They discover client needs, explain suitable products and services—including features, benefits, and potential risks—and connect clients with appropriate solutions or partners. The role provides ongoing guidance on TD products, services, and digital capabilities, supports mortgage inquiries and referrals, and follows up to strengthen client relationships. It also requires accurate documentation, sound risk awareness, and compliance with applicable policies and regulations.

The position is listed for 30 hours weekly in Plainview, New York, with a pay range of $24.25–$32.50 USD. TD describes its rewards package 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. Colleagues also have access to development conversations, training, an online learning platform, 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.
• 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 Regulation Z requirements.
• Must be eligible for registration as a mortgage loan originator with the NMLS under the SAFE Act.
• Satisfactory criminal background and credit report checks, and required applicant statements or certifications regarding government-agency findings.

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 clients at a bank location through walk-in opportunities, lead management, and outbound outreach.
• Conduct goals-based discovery to understand client needs and priorities and validate understanding.
• Explain relevant banking options, including features, benefits, and potential risks, in clear and transparent language.
• Deliver personalized solutions and next steps by connecting clients to appropriate products, services, or partners.
• Provide ongoing guidance on TD products, services, and digital capabilities to support everyday banking and financial wellness.
• Build, strengthen, and retain client relationships through consistent personalized interactions and follow-up.
• Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage solutions or other residential lending activities.
• Resolve client concerns end-to-end where possible and escalate issues promptly when needed.
• Capture client information accurately and follow policies, procedures, risk controls, and regulatory requirements.
• Verify client identification, maintain data integrity, and follow authentication and documentation standards, including 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 colleagues and contribute to a positive team environment.
• Participate in performance and development activities and take accountability for outcomes.

Benefits

• Base salary and variable compensation or incentive awards, including potential cash and/or equity awards through an incentive plan.
• 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, training, an online learning platform, mentoring programs, and regular career and performance conversations.
• Reward and recognition programs.

What This Job Offers

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