Relationship Banker I - Monroe Township (40)

TD • Monroe Township, NJ

2d • $23 - $29 • Onsite

About The Position

The Relationship Banker I is a customer liaison who uses financial expertise and consultative advice to help customers find banking solutions, meet their financial goals, and strengthen their relationship with TD. The role supports business growth by identifying appropriate products and services, educating customers, making referrals, and delivering a personalized customer experience. It requires broad knowledge of banking products, services, and processes, and the ability to handle routine transactions and customer needs of low to moderate complexity and risk.

The banker builds and maintains customer relationships by listening, assessing needs, recommending suitable products, facilitating loan application intake, and conducting proactive customer outreach. The position may include teller transactions and requires completion of teller training. The role also supports store operations, compliance, risk management, teamwork, and TD’s customer-service and inclusion commitments. The position falls under applicable loan-originator and mortgage-loan-originator regulations and requires active NMLS registration and eligibility for registration.

Requirements

• High school diploma or GED.
• At least 1 year of experience working with customers and/or in sales, or equivalent experience demonstrated through volunteering, education, or military service.
• Must complete teller training upon hire to conduct customer transactions.
• Must maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Must be eligible for employment with a covered financial institution under Regulation Z and eligible for NMLS registration under the SAFE Act.
• Satisfactory criminal background and credit report checks, and required statements or certifications regarding administrative, civil, and/or criminal findings by a government agency or authority.
• Ability to organize and handle multiple tasks in a fast-paced environment.
• Excellent communication skills, including the ability to communicate concisely, clearly, and consistently.
• Ability to schedule and prioritize work, work independently, and meet deadlines.
• Sound judgment and effective problem-solving skills.
• Proficiency in Microsoft Office.
• Ability to perform the described physical activities, including frequent sitting and standing; occasional walking, lifting/carrying, and other listed movements; and continuous sedentary work, multitasking, use of standard office equipment, concentration, reading, writing, and basic arithmetic.

Nice To Haves

• Teller experience.
• Demonstrated ability to engage customers in conversations while educating them on products and services.
• Notary license.

Responsibilities

• Deliver customer service and financial advice by building trust, understanding customer needs, and recommending appropriate banking solutions.
• Educate customers about TD products, services, product features, benefits, and self-service and digital banking options.
• Develop customer relationships through active listening, customer assessments, proactive outreach, and lead-focused outbound sales activities.
• Refer customers to appropriate team members or internal banking partners and establish effective relationships with partner bankers.
• Engage customers in conversations about loan products and facilitate application intake.
• Resolve customer issues, errors, and problems independently, escalating when necessary.
• Welcome customers, manage lobby flow, identify initial needs, and direct customers appropriately.
• May conduct teller transactions, including check cashing, deposits, transfers, and withdrawals, while following operational procedures and monitoring for fraud.
• Follow company policies, regulations, and risk controls, including Bank Secrecy Act and Patriot Act requirements; complete due diligence and maintain accurate documentation.
• Support daily store operations and operational excellence, escalate non-standard or high-risk activities, and protect customers and stakeholders.
• Participate as a collaborative team member, share knowledge, communicate work progress, and contribute to a positive and inclusive work environment.
• Use coaching and feedback to improve performance, develop skills, and take ownership of career development.
• Adhere to TD’s Code of Conduct, Shared Commitments, brand standards, and applicable employment and mortgage-originator requirements.

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 access to an online learning platform.
• Reward and recognition programs.
• Base salary and variable compensation or incentive awards, including potential cash and/or equity incentive awards, subject to plan eligibility.

What This Job Offers

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