Relationship Banker I - Levittown PA (Full Time)

TD • Fairless Hills, PA

1d • $23 - $29 • Onsite

About The Position

The Relationship Banker I is a banking professional who brings TD’s relationship-driven banking experience to clients by helping them pursue financial goals through personalized solutions that support their 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.

The banker engages clients at a bank location through walk-in opportunities, lead management, and outreach; discovers client needs and priorities; explains relevant products and services in clear, transparent language; and connects clients with appropriate solutions, partners, and next steps. The role also provides ongoing guidance on TD products, services, and digital capabilities, supports mortgage inquiries and referrals, and maintains accurate documentation and compliance with applicable policies and regulations.

This position involves continuous client and team interaction and operational work in a bank setting. It requires eligibility for employment with a covered financial institution and registration as a mortgage loan originator with NMLS. Satisfactory criminal background and credit report checks, and required applicant statements or certifications, are required by federal law.

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 under applicable Regulation Z standards.
• Must be eligible for registration as a registered mortgage loan originator with NMLS under the SAFE Act.
• Satisfactory criminal background and credit report 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 at a bank location through walk-in opportunities, lead management, and outbound outreach.
• Conduct goals-based discovery to understand client needs and priorities, and explain relevant options, features, benefits, and potential risks clearly.
• Provide personalized solutions and next steps by connecting clients with appropriate products, services, and partners.
• Establish follow-up and maintain personalized client relationships to support long-term financial progress.
• Educate clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness.
• Accept mortgage inquiries, refer clients for mortgage solutions, and participate in other residential lending activities as applicable.
• Deliver a welcoming client experience and serve as the primary point of accountability for concerns, resolving them where possible and escalating when needed.
• Identify opportunities to deepen relationships, improve client outcomes, and support acquisition and retention at the bank location.
• Accurately capture client information and comply with policies, procedures, and regulatory requirements, including AML, identity verification, authentication, and documentation standards.
• Identify discrepancies, material changes, or risk indicators and escalate them appropriately.
• Complete required training and strengthen risk and compliance knowledge; share insights and best practices with the team.
• Collaborate with colleagues and partners, contribute to a positive and inclusive work environment, and participate in performance and development activities.
• Meet role requirements for NMLS registration and eligibility, including required background and credit checks.

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
• Base salary and variable compensation or incentive awards, including potential cash and/or equity awards through an incentive plan
• Training and onboarding
• Access to an online learning platform and mentoring programs

What This Job Offers

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