Banker Jobs

About The Position

Requirements

• High school diploma or GED, or an 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.
• 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 NMLS registration as required for the role.
• Must be eligible for employment with a covered financial institution and for registration as a mortgage loan originator under the cited regulations.
• Satisfactory criminal background and credit report checks, and required applicant statements or certifications regarding government-agency findings.

Nice To Haves

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

Responsibilities

• Acquire clients at the bank location through walk-in opportunities, lead management, and outbound outreach.
• Conduct meaningful, goals-based client discovery to understand needs and priorities.
• Explain relevant products and options, including features, benefits, and potential risks, in clear and transparent language.
• Provide personalized solutions and next steps by connecting clients to appropriate products, services, or partners.
• Establish follow-up and reinforce client relationships to support long-term financial progress.
• Educate clients on TD products, services, and digital capabilities to support everyday banking and financial wellness.
• Build and strengthen client relationships through consistent, personalized interactions.
• Accept mortgage inquiries, refer clients for mortgage solutions, or engage in other residential lending activities.
• Resolve client concerns end-to-end where possible and escalate issues when needed.
• Maintain accurate client information and documentation while following policies, procedures, and regulatory requirements.
• Verify client identification, maintain data integrity, follow authentication standards, identify risk indicators, and escalate appropriately.
• Complete required training, strengthen risk and compliance knowledge, share best practices, and collaborate with colleagues.

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, training, mentoring, and an online learning platform
• Base salary and variable compensation or incentive awards, subject to eligibility
• Reward and recognition programs