Relationship Banker II - Montclair (30 hour)

TD • Montclair, NJ

1d • $25 - $34 • Onsite

About The Position

The Relationship Banker II is a customer liaison who helps deliver TD’s Brand promise by applying financial expertise and consultative advice to recommend banking solutions. The role supports business objectives and growth by identifying appropriate TD products and services that help customers meet their financial goals and strengthen their relationship with the bank. The banker serves as a subject matter expert in the store on personal and business banking products, services, policies, and procedures, and uses customer relationship management tools to assess needs, identify solutions, and support outbound sales activity.

The role builds and nurtures customer relationships through active listening, product knowledge, personalized service, outreach, and referrals. It includes discussing loan products and facilitating application intake, maintaining active NMLS registration, and being cross-trained to conduct customer transactions. The banker may resolve customer concerns, guide lobby flow, educate customers about digital and self-service options, and support financial confidence through advice and educational resources.

The position also requires careful adherence to operational, risk, and regulatory requirements, including applicable banking policies and procedures. The banker contributes as a team member, supports a positive and inclusive work environment, develops job knowledge, and pursues continuous improvement and career development. This is a 30-hour position located in Montclair, New Jersey. The listed pay range is $24.75–$34.00 USD.

Requirements

• High school diploma or GED required.
• At least 2 years of related experience working with customers and/or in sales.
• Must maintain active NMLS registration status and be eligible for registration as a registered mortgage loan originator.
• Must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
• Satisfactory criminal background and credit report checks, along with required applicant statements or certifications, are required.
• Superior customer service skills.
• Strong organizational skills and ability to handle multiple tasks in a fast-paced environment.
• Excellent communication skills, with the ability to be concise, clear, and consistent.
• Demonstrated problem-solving skills.
• Ability to schedule and prioritize work, work independently, and meet deadlines.
• Proficiency in Microsoft Office.
• Ability to provide community services, including financial education classes.
• Cross-trained to conduct customer transactions upon hire.
• Ability to comply with banking policies, procedures, and applicable regulatory requirements.

Nice To Haves

• Two-year degree preferred.
• Teller experience preferred.
• Notary license preferred.

Responsibilities

• Advise customers on personal and business banking solutions based on their needs and financial goals.
• Build and nurture customer relationships by listening actively, identifying additional needs, and recommending solutions or partner referrals.
• Use Customer Relationship Management tools to assess customers, identify solutions, and support lead-focused outbound sales activities.
• Participate in customer outreach, servicing, and advice activities, including conversations about loan products and facilitating application intake.
• Maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Deliver a personalized customer experience, resolve customer issues, provide proactive tips and insights, and escalate concerns when appropriate.
• Lead lobby flow by welcoming customers, identifying initial needs, and guiding them to appropriate service.
• Educate customers about self-service and digital banking options that suit their preferences and transaction needs.
• Perform teller transactions as needed, including check cashing, deposits, transfers, and withdrawals, while following fraud mitigation and operational procedures.
• Promote TD products, services, sales, and banking capabilities.
• Follow applicable operational policies, procedures, and regulations, including Bank Secrecy Act and Patriot Act requirements; complete accurate documentation and due diligence.
• Escalate non-standard or high-risk transactions and activities when necessary.
• Support operational excellence and adhere to risk and control policies, the Bank Code of Conduct, and TD’s Shared Commitments.
• Participate fully as a team member, share knowledge, communicate relevant updates, and contribute to a positive, diverse, and equitable work environment.
• Establish relationships with partner bankers to make effective referrals.
• Use coaching and feedback to improve performance, develop skills, and take ownership of career goals.

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
• Training and onboarding
• Mentoring programs
• Variable compensation or incentive awards, including potential cash and/or equity incentive awards

What This Job Offers

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