Relationship Banker II Float - Burlington, VT

TD • Burlington, VT

7d • $24 - $34 • Onsite

About The Position

This banking professional works across multiple bank locations, bringing TD’s relationship-driven banking experience to clients by cultivating and sustaining relationships and delivering personalized banking solutions that support long-term financial goals. The role acquires new clients and deepens existing relationships through consultative engagement, needs-based guidance, product knowledge, and disciplined execution while upholding risk and regulatory standards.

The Relationship Banker II leads client conversations across walk-in, appointment, and outbound opportunities; identifies client needs and appropriate solutions; and offers tailored guidance on a broad range of products and services. The position handles more complex client scenarios, supports mortgage inquiries and referrals, and collaborates with partners to ensure effective referrals and follow-through. It also safeguards client relationships through accurate documentation, sound judgment, and compliance with policies and regulations.

This role requires adapting to multiple locations and same-day travel within a designated area. It is listed as 40 hours, with a pay range of $24.00–$33.50 per hour. TD provides training and onboarding, career development conversations, access to an online learning platform and mentoring programs, and a competitive benefits plan.

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.
• Ability to adapt to different locations and environments with agility, teamwork, and flexibility.
• Ability to travel the same day to multiple work locations within a designated area.
• Demonstrated ability to conduct consultative client conversations, uncover needs, and recommend appropriate products and services.
• Strong communication skills and 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 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 NMLS registration as a mortgage loan originator under the SAFE Act and applicable regulations.
• Satisfactory criminal background check and credit report check, and required applicant statements or certifications regarding administrative, civil, or criminal findings by government agencies or authorities.

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 leads management, outbound efforts, and identification of opportunities to deepen relationships.
• Engage clients across walk-in, appointment, and outbound opportunities, using discovery and active listening to identify expressed and unexpressed needs.
• Use TD systems and tools to capture client information, identify appropriate solutions and next steps, and follow through on commitments and partner hand-offs.
• Provide clear, tailored guidance on products and services, including explaining options, benefits, and risks to support informed client decisions.
• Manage complex client scenarios and collaborate with partners to execute referrals effectively.
• Anticipate client needs and strengthen relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Accept mortgage inquiries, refer clients for mortgage solutions, and participate in other residential lending activities.
• Ensure continuity and follow-through while connecting clients with TD’s broader network of expertise.
• Follow and reinforce policies, procedures, and regulatory requirements; maintain accurate documentation and protect clients and the Bank.
• Deliver a welcoming, personalized client experience and serve as the primary point of accountability for client concerns, resolving issues or escalating them promptly.
• Drive client acquisition, retention, and relationship growth at bank locations.
• Apply sound judgment to balance client needs with risk and compliance requirements, accurately capture client information, and follow applicable policies.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory standards.
• Identify discrepancies, material changes, or risk indicators and escalate them appropriately.
• Monitor workflow, prioritize tasks, and delegate responsibilities as a team leader.
• Complete required training and strengthen risk and compliance knowledge; contribute to team performance and share insights and best practices.
• Collaborate with colleagues and partners, embrace diverse perspectives, and demonstrate TD Way leadership behaviors.

Benefits

• Base salary and variable compensation or incentive awards, potentially including 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, mentoring programs, and reward and recognition.

What This Job Offers

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