Relationship Banker - Part Time 20hr - Port Richey

TD Bank • Port Richey, FL

1d • Onsite

About The Position

The Relationship Banker is a banking professional who delivers TD’s relationship-driven banking experience by partnering with clients to help them achieve their financial goals. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution, while following risk and regulatory standards. The position works in a bank location, engaging clients through walk-ins, lead management, and outbound outreach; discovering client needs; explaining relevant solutions; and connecting clients to appropriate products, services, or partners. It also provides ongoing guidance on TD products, services, and digital capabilities, and engages clients on mortgage products and residential lending referrals. The role requires accurate documentation, sound risk awareness, and adherence to applicable policies and regulations.

The Relationship Banker is accountable for delivering a welcoming, personalized client experience, resolving client concerns or escalating them as needed, and supporting client acquisition, retention, and relationship growth. The role also contributes to operational compliance, protection of client and bank information, team collaboration, required training, and a positive work environment. This is a part-time position scheduled for 20 hours. The listed pay range is $22.50–$29.00 USD.

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 on products and services in a consultative manner.
• Ability to communicate clearly and effectively 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.
• 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 the 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.

Nice To Haves

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

Responsibilities

• Engage clients through walk-in opportunities, lead management, and outbound outreach to acquire and deepen relationships.
• Conduct goals-based discovery to identify client needs and priorities, then clearly explain relevant options, features, benefits, and potential risks.
• Recommend personalized solutions and next steps, connecting clients with appropriate products, services, or partners.
• Establish follow-up and provide ongoing guidance on TD products, services, and digital capabilities to support clients’ financial wellness.
• Accept mortgage inquiries, refer clients for mortgage solutions, and engage in other residential lending activities.
• Deliver a welcoming, personalized client experience and serve as the primary point of accountability for client concerns, resolving them where possible and escalating them when needed.
• Identify opportunities to improve client outcomes and grow client acquisition, retention, and relationships for the bank location.
• Capture client information accurately and balance client needs with risk and compliance requirements.
• Complete operational activities in compliance with company guidelines and regulations; verify identification, maintain data integrity, and follow authentication and documentation standards.
• Identify potential discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
• Complete required training and continuously strengthen risk and compliance knowledge.
• Share insights, lessons learned, and best practices; collaborate with colleagues and partners and contribute to a positive team environment.
• Participate in performance and development activities and take accountability for outcomes.
• Model curiosity, embrace different perspectives, and uphold TD’s code of conduct and ethical standards.

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
• Online learning platform and mentoring programs
• Base salary and variable compensation or incentive awards; eligibility for cash and/or equity incentive awards may apply

What This Job Offers

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