Relationship Banker II - Mason Square - 30 hours

TD • Springfield, MA

2d • $23 - $31 • Onsite

About The Position

The Relationship Banker II is a banking professional who delivers TD’s relationship-driven banking experience by cultivating client relationships and providing personalized banking solutions that support long-term financial goals. The role acquires new clients and deepens existing relationships through consultative, needs-based engagement, product knowledge, disciplined execution, and adherence to risk and regulatory standards. It is based at a bank location and includes walk-in, appointment, and outbound client engagement, as well as mortgage inquiries and referrals for residential lending solutions.

The position also supports the bank location’s client acquisition, retention, and relationship growth. It requires accurate client documentation, sound judgment, compliance with applicable requirements, and collaboration with colleagues and partners. The banker serves as an accountable point of contact for client concerns and contributes to team workflow, development, and a positive work environment.

Requirements

• High School Diploma or GED, or 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 conduct consultative client conversations, uncover needs, and recommend appropriate products and services.
• Strong communication skills, including the ability to convey information clearly, concisely, and confidently to diverse client populations.
• Ability to manage multiple priorities, organize work independently, and 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 NMLS registration as required for the role.
• Eligibility for employment with a covered financial institution and for registration as a mortgage loan originator with the NMLS.
• Satisfactory criminal background and credit report checks, and required applicant statements or certifications regarding government agency or authority findings.

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, outbound efforts, and personalized guidance.
• Engage clients across walk-in, appointment, and outbound opportunities; use discovery and active listening to identify expressed and unexpressed needs.
• Use TD systems and tools to identify suitable solutions and next steps, capture client information accurately, and follow through on commitments and partner hand-offs.
• Explain a range of banking products and services, including options, benefits, and risks, to support informed client decisions.
• Manage complex client scenarios and provide needs-based guidance reflecting clients’ goals and financial positions.
• Accept mortgage inquiries and refer clients for mortgage solutions or other residential lending activities.
• Resolve client concerns end-to-end where possible and escalate issues when required.
• Promote client acquisition, retention, and relationship growth at the bank location.
• Follow policies, procedures, AML requirements, and regulatory standards; verify client identification, maintain data integrity, and escalate discrepancies or risk indicators.
• Monitor workflow, prioritize tasks, and delegate responsibilities as a team leader.
• Complete required training, strengthen risk and compliance knowledge, and contribute to team development and a positive work environment.
• Collaborate with colleagues and partners and share insights, lessons learned, and best practices.

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
• Variable compensation or incentive awards, with eligibility for cash and/or equity awards generally through participation in an incentive plan
• Training and onboarding
• Online learning platform and mentoring programs

What This Job Offers

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