Relationship Banker II - Princeton (40 hour)

TD Bank • Princeton, NJ

19h • Onsite

About The Position

The Relationship Banker II is a banking professional who brings TD’s relationship-driven banking experience to life by cultivating client 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.

Working at a bank location, the Relationship Banker II leads client conversations across walk-in, appointment, and outbound opportunities. The role uses active listening, purposeful discovery, and TD systems and tools to understand client needs, provide tailored guidance across a broader range of products and services, and ensure follow-through on commitments and referrals. It also handles more complex client scenarios, collaborates with partners, engages clients about mortgage products and residential lending inquiries, and advocates for clients through proactive outreach and continuity of service.

The role maintains compliance with company policies and regulatory requirements, including AML and mortgage-loan-originator requirements. It also contributes to team workflow and a positive, collaborative work environment. The position is based in Princeton, New Jersey, and is listed as 40 hours per week. The stated pay range is $23.25–$30.75 USD.

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 work, 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, organize work independently, and consistently meet deadlines in a fast-paced environment.
• 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.
• 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 and cognitive activities, including continuous sedentary work, multitasking, use of standard office equipment, concentration, reading and writing, and 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 long-term client relationships through lead management, outbound efforts, and identifying opportunities to meet clients’ financial objectives.
• Engage clients across walk-in, appointment, and outbound opportunities, using active listening and purposeful discovery 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 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 with a holistic understanding of client goals and financial position, collaborating with partners and executing referrals effectively.
• Anticipate client needs and build relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Accept mortgage inquiries and refer clients for mortgage solutions or other residential lending activities.
• Serve as the primary point of accountability for client concerns, resolving issues where possible and escalating them when required.
• Acquire, retain, and grow client relationships for the bank location while balancing client needs with risk and compliance requirements.
• Maintain compliance in operational activities, including AML requirements, identity verification, data integrity, authentication, and documentation standards.
• Identify discrepancies, material changes, and risk indicators and escalate them in accordance with policy and procedure.
• Monitor workflow, prioritize tasks, and delegate responsibilities as a team leader.
• Complete required training, strengthen risk and compliance knowledge, and contribute to team development by sharing insights and best practices.
• Collaborate with colleagues and partners, embrace different perspectives, and contribute to a positive work environment.

Benefits

• Base salary and variable compensation or incentive awards, potentially including cash and/or equity 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