Relationship Banker - Part Time 20hr - Port Richey

TD • Port Richey, FL

3d • $23 - $29 • Onsite

About The Position

The Relationship Banker delivers TD’s human, relationship-driven banking experience by partnering with clients to help them achieve financial goals and improve their financial well-being. The role acquires and deepens client relationships through consultative engagement, product knowledge, personalized solutions, and disciplined execution while meeting TD’s risk and regulatory standards.

In a bank location, the Relationship Banker engages walk-in clients, manages leads, and conducts outreach. They discover client needs, explain relevant options and risks clearly, provide appropriate products and services or referrals, and establish follow-up steps. They also educate clients about TD products, services, and digital capabilities; handle mortgage inquiries and referrals; and ensure accurate documentation and compliance.

The role is accountable for a welcoming client experience, resolving concerns or escalating them promptly, growing relationships, and balancing client needs with risk requirements. The banker safeguards client information and the integrity of the relationship by following AML, identification, authentication, documentation, and other regulatory standards. They complete required training, collaborate with colleagues, share best practices, and contribute to a respectful and positive team environment.

This position is classified as a Loan Originator and Mortgage Loan Originator under applicable federal regulations. Eligibility for employment with a covered financial institution and registration as a mortgage loan originator with the NMLS are required. A satisfactory criminal background check and credit report check, along with required applicant statements or certifications, are also required by federal law.

Requirements

• High school diploma or GED, or equivalent combination of education and experience.
• At least 1 year of experience engaging with clients in a service, sales, or relationship-building environment.
• Experience educating clients about products and services in a consultative manner.
• Clear and effective communication with clients and colleagues.
• Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Sound judgment and problem-solving skills in client interactions.
• Basic 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.
• Eligibility for employment with a covered financial institution under applicable Regulation Z standards.
• Eligibility for registration as a registered mortgage loan originator with the NMLS under the SAFE Act.
• Satisfactory criminal background check and credit report check, and required statements or certifications regarding government agency or authority findings.
• Compliance with TD’s policies, procedures, code of conduct, ethical standards, and applicable regulatory requirements.

Nice To Haves

• Teller or cash-handling experience in a financial institution.
• Notary license, or ability to obtain one.

Responsibilities

• Acquire new clients at a bank location through walk-in engagement, lead management, and outbound outreach.
• Conduct goals-based discovery to understand client needs and priorities.
• Explain relevant banking options, including features, benefits, and potential risks, in clear and transparent language.
• Recommend personalized solutions and next steps, connecting clients with suitable products, services, or partners.
• Execute accurately, document client information, establish follow-up, and reinforce client relationships.
• Educate clients on TD products, services, and digital capabilities to support everyday banking and financial wellness.
• Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage solutions or other residential lending activities.
• Provide a welcoming, personalized client experience and build trust and credibility.
• Take accountability for client concerns, resolve issues end-to-end where possible, and escalate issues when needed.
• Identify opportunities to deepen relationships, improve client outcomes, and drive client acquisition and retention.
• Balance client needs with risk and compliance requirements and follow applicable policies and regulations.
• Verify client identification, maintain data integrity, follow authentication and documentation standards, and comply with AML requirements.
• Identify discrepancies, material changes, or risk indicators and escalate them appropriately.
• Complete required training and strengthen risk and compliance knowledge.
• Share insights, lessons learned, and best practices with the team; collaborate with colleagues and partners.
• Participate in performance and development activities and contribute to a positive, inclusive work environment.

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
• Base salary and variable compensation or incentive awards, including potential cash and/or equity incentive awards through an incentive plan
• Training and onboarding
• Access to an online learning platform and mentoring programs

What This Job Offers

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