Relationship Banker I (Sunday Availability Required) Shirley

TD Bank • Shirley, NY

11d • Onsite

About The Position

The Relationship Banker I delivers TD’s relationship-driven banking experience by partnering with clients to help them achieve financial goals and improve financial well-being. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution while meeting risk and regulatory standards. Based at a bank location, the banker engages walk-in clients, manages leads, and conducts outreach; discovers client needs; explains relevant options transparently; recommends personalized solutions and next steps; and provides ongoing guidance about banking products, services, and digital capabilities. The role also handles mortgage inquiries and referrals or other residential lending activities.

The banker serves as an accountable point of contact for client concerns, resolves issues where possible, and escalates them when needed. The position requires accurate client information and documentation, sound risk judgment, compliance with applicable policies and regulations, and collaboration with colleagues and partners. The role includes required training and participation in team and performance-development activities. This position is classified as a Loan Originator and Mortgage Loan Originator under the cited federal regulations and requires eligibility for covered-financial-institution employment and NMLS registration, as well as satisfactory background and credit checks.

The work is based at a bank location in Shirley, New York. The listed schedule is 40 hours, with Sunday availability required. Pay is $24.25–$32.50 USD. Physical requirements include continuous sedentary work, multitasking, standard office equipment use, responding quickly to sounds, concentration, and reading, writing, and comprehending instructions; sitting and standing are frequent, while walking and various lifting, reaching, bending, and other movements are occasional. Domestic travel is occasional; international travel is never required.

Requirements

• High School Diploma or GED, or 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 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.
• Availability to work Sundays.

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.
• Engage clients in meaningful, goals-based discovery to identify needs and priorities.
• Explain suitable products and options, including features, benefits, and potential risks, in clear and transparent language.
• Provide personalized solutions and next steps, connecting clients with appropriate products, services, or partners.
• Establish follow-up and reinforce client relationships to support long-term financial progress.
• Educate clients about TD products, services, and digital capabilities, and provide ongoing guidance.
• Accept mortgage inquiries, refer clients for mortgage solutions, and participate in other residential lending activities.
• Serve as the primary point of accountability for client concerns, resolving issues where possible and escalating them in a timely manner.
• Identify opportunities to deepen relationships, improve client outcomes, and grow client acquisition and retention.
• Maintain accurate client information and documentation, follow operational and regulatory requirements, and balance client needs with risk and compliance obligations.
• Verify client identification, maintain data integrity, follow authentication and documentation standards, and comply with AML requirements.
• Identify discrepancies, material changes, and risk indicators, and escalate them according to policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Share insights and best practices, collaborate with colleagues and partners, and contribute to a positive team environment.
• Participate in performance and development activities and model TD’s brand, culture, ethical standards, and client-first approach.

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
• Training and onboarding
• Online learning platform and mentoring programs
• Variable compensation or incentive awards, including potential eligibility for cash and/or equity incentive awards

What This Job Offers

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