Relationship Banker I - Darien (Bilingual Spanish Preferred)

TD • Darien, CT

9d • $24 - $33 • 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.

Based at a bank location, the Relationship Banker engages clients through walk-in opportunities, lead management, and outbound outreach. The banker conducts goals-based discovery, explains relevant banking options and their features, benefits, and potential risks in clear language, and delivers personalized solutions or connects clients with appropriate products, services, or partners. The role also provides ongoing guidance on TD products, services, and digital capabilities, and handles mortgage inquiries and referrals or other residential lending activities.

The role requires accurate documentation, sound risk awareness, and compliance with policies and regulations. It also serves as an accountable contact for client concerns, contributes to relationship growth, completes required training, and collaborates with colleagues to support the team and a positive client experience.

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 upon 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 and eligibility for NMLS registration as a registered mortgage loan originator under the SAFE Act.
• Satisfactory criminal background and credit report checks, and required statements or certifications regarding government agency or authority findings.
• Bilingual Spanish is preferred, as indicated in the job title.

Nice To Haves

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

Responsibilities

• Acquire clients at a bank location through walk-in opportunities, lead management, and outbound outreach.
• Conduct meaningful, goals-based discovery to understand client needs and priorities.
• Explain relevant products and options, including features, benefits, and potential risks, in clear and transparent language.
• Recommend personalized solutions and next steps, connecting clients to appropriate products, services, or partners.
• Execute client interactions accurately, establish follow-up, and strengthen client relationships over time.
• Educate clients about TD products, services, and digital capabilities to simplify banking and support financial wellness.
• Engage clients regarding mortgage products, accept mortgage inquiries, refer clients for mortgage solutions, or perform other residential lending activities.
• Resolve client concerns end-to-end where possible and escalate issues when required.
• Accurately capture and verify client information, maintain data integrity, and follow authentication and documentation standards.
• Comply with company policies, AML laws, and regulatory requirements; identify and escalate discrepancies, material changes, and risk indicators.
• Complete required training and maintain risk and compliance knowledge.
• Share insights and best practices, collaborate with colleagues and partners, and contribute to a positive, inclusive team 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, training, mentoring programs, and an online learning platform.
• Reward and recognition programs.
• Base salary and variable compensation or incentive awards, with eligibility generally through participation in an incentive plan.

What This Job Offers

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