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 and improve their overall financial well-being. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution while meeting risk and regulatory standards. Working in a bank location, the Relationship Banker engages clients through walk-in opportunities, lead management, and outbound outreach; discovers client needs; explains relevant options and risks; and provides personalized solutions and referrals. The role also offers ongoing guidance on TD products, services, and digital capabilities, supports mortgage-related inquiries and referrals, and follows applicable policies and procedures. This is a 30-hour-per-week position.

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 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 after 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 applicant 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.
  • Bilingual Spanish preferred.

Responsibilities

  • Acquire new clients and deepen relationships through walk-in engagement, lead management, and outbound outreach.
  • Conduct meaningful, goals-based discovery to understand clients’ needs and priorities.
  • Explain relevant banking options, features, benefits, and potential risks in clear, transparent language.
  • Recommend personalized solutions and next steps, connecting clients with appropriate products, services, or partners.
  • Establish follow-up and provide ongoing guidance about TD products, services, and digital banking capabilities.
  • Accept mortgage inquiries and refer clients for mortgage solutions or other residential lending activities.
  • Resolve client concerns where possible and escalate issues when appropriate.
  • Maintain accurate client information and documentation, follow authentication and identification-verification standards, and comply with policies, AML laws, and regulatory requirements.
  • Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Complete required training, share best practices, collaborate with colleagues, and contribute to a positive and inclusive team environment.
  • Participate in performance and development activities and take accountability for outcomes.

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