Relationship Banker II - Meriden, CT

TD Bank • Meriden, CT

3d • Onsite

About The Position

This banking professional brings TD’s relationship-driven banking experience to life by cultivating and sustaining client relationships and delivering personalized banking solutions that support long-term financial goals. The role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance, strong product knowledge, disciplined execution, and adherence to risk and regulatory standards.

Based in a bank location, the Relationship Banker II manages leads and conducts outbound outreach, engages clients through walk-in, appointment, and outbound opportunities, and identifies ways to help clients meet their financial objectives. The banker uses discovery conversations, active listening, TD systems, and financial knowledge to understand client needs and recommend appropriate products and services. The role also addresses more complex client scenarios, collaborates with partners, facilitates referrals, engages clients on mortgage products and inquiries, and provides ongoing follow-through and proactive outreach.

The position supports client acquisition, retention, and relationship growth while maintaining accurate documentation and compliance with company policies, AML laws, and other regulatory requirements. It also contributes to team workflow and development by monitoring and prioritizing tasks, delegating responsibilities, completing training, and sharing knowledge and best practices. This role is classified as a loan originator and mortgage loan originator under applicable regulations and requires eligibility for NMLS registration and employment with a covered financial institution.

The stated base pay range is $23.25–$30.75 USD. The role is located in Meriden, Connecticut, and is listed for 40 hours.

Requirements

• High school diploma or GED, or an equivalent combination of education and experience.
• At least 2 years of experience engaging clients in a sales, service, or relationship-building capacity, including identifying needs and delivering solutions.
• Demonstrated ability to conduct consultative client conversations, uncover needs, and recommend appropriate products and services.
• Strong communication skills and the ability to convey information clearly, concisely, and confidently to diverse client populations.
• Ability to manage multiple priorities, organize work independently, and consistently meet deadlines in a fast-paced environment.
• Demonstrated sound judgment and problem-solving skills in client-facing and operational scenarios.
• 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 under applicable Regulation Z standards.
• Must be eligible for registration as a registered mortgage loan originator with NMLS under the SAFE Act and applicable regulations.
• Satisfactory criminal background check and credit report check, and required statements or certifications regarding administrative, civil, or criminal findings by a government agency or authority.
• Ability to meet the physical requirements described, including continuous sedentary work, performing multiple tasks, operating standard office equipment, responding quickly to sounds, concentrating, reading, writing, comprehending instructions, and performing basic arithmetic.

Nice To Haves

• Prior experience in a banking environment, including teller, platform, or relationship banking roles.
• Notary license, or ability to obtain one.

Responsibilities

• Cultivate and sustain client relationships through lead management and outbound efforts at a bank location.
• Identify opportunities to deepen client relationships and support clients’ financial objectives.
• Engage clients across walk-in, appointment, and outbound interactions, using purposeful discovery and active listening to identify expressed and unexpressed needs.
• Use TD systems and tools to identify appropriate solutions and next steps, capture information accurately, and follow through on commitments and partner hand-offs.
• Provide clear, tailored guidance on banking products and services, explaining options, benefits, and risks to support informed client decisions.
• Manage complex client scenarios, collaborate with partners, and ensure referrals are effectively executed.
• Anticipate client needs and strengthen relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage solutions or other residential lending activities.
• Serve as a primary point of accountability for client concerns, resolving issues where possible and escalating them in a timely manner when necessary.
• Maintain accurate documentation and comply with company policies, procedures, AML laws, and regulatory requirements; verify client identification and maintain data integrity.
• Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
• Monitor workflow, prioritize tasks, and delegate responsibilities as a team leader.
• Complete required training and strengthen risk and compliance knowledge; participate in performance and development activities and share insights and best practices.
• Contribute to a positive, collaborative work environment and support team and organizational success.

Benefits

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

What This Job Offers

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