Relationship Banker II - Meriden, CT

TD • Meriden, CT

1d • $23 - $31 • Onsite

About The Position

The Relationship Banker II is a banking professional who brings TD’s relationship-driven banking experience to life by cultivating and sustaining client relationships. The role acquires new clients and deepens existing relationships through personalized banking solutions, consultative engagement, needs-based guidance, strong product knowledge, and disciplined execution while upholding risk and regulatory standards. The position is based in a bank location 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 sales, service, or relationship-building roles, including identifying needs and delivering solutions.
• 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, independently organize work, and consistently meet deadlines in a fast-paced environment.
• Sound judgment and problem-solving skills in client-facing and operational situations.
• 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 the NMLS under the SAFE Act and applicable regulations.
• Satisfactory criminal background check and credit report check, and required applicant statements or certifications regarding government agency or authority findings.
• Ability to perform the listed physical activities, including continuous sedentary work, multitasking, operating standard office equipment, concentrating, and reading, writing, and comprehending instructions.

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 long-term client relationships through lead management and outbound efforts, identifying opportunities to help clients meet their financial objectives.
• Engage clients across walk-in, appointment, and outbound interactions; conduct purposeful, goals-based discovery and listen actively to identify expressed and unexpressed needs.
• Use TD systems and tools to identify appropriate solutions and next steps, accurately capture information, and follow through on client commitments and partner hand-offs.
• Apply banking and financial knowledge to provide clear, tailored guidance on products and services, including their options, benefits, and risks.
• Manage complex client scenarios with holistic, needs-based recommendations, collaborate with partners, and ensure effective referral execution.
• Anticipate client needs and build deeper relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Engage clients on mortgage products, accept mortgage inquiries, refer clients for mortgage solutions, or conduct other residential lending activities.
• Champion continuity and follow-through, connecting clients with TD’s broader network of expertise.
• Follow and reinforce policies, procedures, and regulatory requirements; maintain accurate documentation, risk awareness, and protection of clients and the Bank.
• Deliver a welcoming, personalized client experience and serve as the primary point of accountability for client concerns, resolving issues end-to-end when possible and escalating promptly when needed.
• Drive client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Safeguard client relationships by verifying identification, maintaining data integrity, following authentication and documentation standards, and complying with AML laws and other regulatory requirements.
• Identify discrepancies, material changes, and risk indicators and escalate them according to policy and procedure.
• Act as a team leader by monitoring workflow, prioritizing tasks, and delegating responsibilities.
• Complete required training, strengthen risk and compliance knowledge, contribute to a positive team environment, and share insights and best practices.
• Collaborate with colleagues and partners, embrace differing perspectives, and demonstrate TD Way leadership behaviors.

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, training, and mentoring programs.
• Reward and recognition programs.
• Base salary and variable compensation or incentive awards, potentially including cash and/or equity awards through an incentive plan.

What This Job Offers

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