Relationship Banker I (30 Hours Weekly) Plainview East

TD • Plainview, NY

2d • $24 - $33 • Onsite

About The Position

The Relationship Banker I is a banking professional who delivers TD’s relationship-driven banking experience by partnering with clients to help them achieve financial goals. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution while following risk and regulatory standards.

The banker engages clients through in-branch opportunities, leads, and outreach; discovers client needs; explains relevant banking options and risks; and recommends personalized solutions or connects clients with appropriate products, services, or partners. The position also provides ongoing guidance on TD products, services, and digital capabilities, supports mortgage inquiries and referrals, and maintains accurate documentation and compliance.

This position is based at a bank location in Plainview, New York, and is scheduled for 30 hours per week. It includes frequent client interaction and use of standard office equipment. The role falls within applicable loan-originator and mortgage-loan-originator definitions and requires eligibility for employment with a covered financial institution and NMLS registration. Satisfactory criminal background and credit checks, along with required applicant statements or certifications, are required.

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 NMLS registration as required for the role.
• Eligibility for employment with a covered financial institution under applicable Regulation Z standards.
• Eligibility for registration as a mortgage loan originator with NMLS under the SAFE Act.
• Satisfactory criminal background and credit report checks, and required statements or certifications regarding government-agency findings.
• Ability to perform the listed physical activities, including frequent sitting and standing, occasional walking and lifting/carrying, and continuous concentration and use of standard office equipment.

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 goals-based discovery to understand clients’ needs and priorities.
• Explain banking options, features, benefits, and potential risks in clear and transparent language.
• Deliver personalized solutions and next steps, connecting clients to appropriate products, services, or partners.
• Set clear follow-up actions and build client relationships through consistent, personalized interactions.
• Educate clients about TD products, services, and digital banking capabilities to support everyday banking and financial wellness.
• Accept mortgage inquiries, refer clients for mortgage solutions, and engage in other residential lending activities.
• Resolve client concerns end-to-end where possible and escalate issues when needed.
• Identify opportunities to deepen client relationships, improve outcomes, and support acquisition and retention.
• Maintain compliance with policies, procedures, AML laws, and regulatory requirements; verify identification and preserve accurate client information and documentation.
• Identify discrepancies, material changes, or risk indicators and escalate them appropriately.
• Complete required training and share insights, lessons learned, and best practices with the team.
• Collaborate with colleagues and partners, contribute to a positive team environment, and participate in development and performance activities.

Benefits

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

What This Job Offers

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