Relationship Banker I - Portland Square - Portland, ME

TD • Portland, ME

9d • $23 - $29 • Onsite

About The Position

This banking professional 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 adhering to risk and regulatory standards.

The Relationship Banker engages clients through walk-in opportunities, lead management, and outbound outreach; conducts goals-based discovery; explains relevant products and services, including features, benefits, and potential risks; and connects clients with appropriate solutions and partners. The role provides ongoing guidance on TD products, services, and digital capabilities, supports mortgage inquiries and referrals, and follows required policies, procedures, and documentation standards.

The position is based at a bank location in Portland, Maine, and is listed for 40 hours. The role includes continuous sedentary work and operation of standard office equipment, with frequent sitting and standing and occasional walking, domestic travel, and other physical activities. It is subject to mortgage-loan-originator eligibility and registration requirements, including satisfactory criminal background and credit checks.

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 and for registration as a mortgage loan originator under applicable requirements.
• Satisfactory criminal background check and credit report check, and required applicant statements or certifications concerning 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 through walk-in opportunities, lead management, and outbound outreach.
• Conduct meaningful, goals-based client discovery to understand needs and priorities.
• Explain relevant options, product features, benefits, and potential risks in clear, transparent language.
• Recommend personalized solutions and next steps, connecting clients to appropriate products, services, or partners.
• Follow up consistently and reinforce client relationships to support long-term financial progress.
• Educate clients on TD products, services, and digital capabilities to support everyday banking and financial wellness.
• Accept mortgage inquiries, refer clients for mortgage solutions, and engage in other residential lending activities.
• Provide a welcoming, personalized experience and serve as the primary point of accountability for client concerns, resolving issues or escalating them as needed.
• Identify opportunities to acquire, retain, and deepen client relationships at the bank location.
• Maintain accurate client information and documentation, follow policies and regulatory requirements, and apply sound risk judgment.
• Verify client identification, maintain data integrity, follow authentication standards, and comply with 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 partners.
• Contribute to a positive, inclusive team environment and participate in performance and development activities.

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
• Variable compensation or incentive awards, with eligibility for cash and/or equity awards generally through participation in an incentive plan
• Training and onboarding
• Online learning platform and mentoring programs

What This Job Offers

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