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TD Bank

Offers banking, loans, and wealth management.

Relationship Banker 1

Retail & Commercial BankingPosted on Nov 9
Part-timeBridgeport, CT, USA

About the Job

Requirements

  • A high school diploma or GED, or an equivalent combination of education and experience, is required.
  • At least 1 year of experience engaging with clients in a service, sales, or relationship-building environment is required.
  • Experience educating clients on products and services in a consultative manner is required.
  • The role requires clear and effective communication with clients and colleagues.
  • The role requires the ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
  • The role requires sound judgment and problem-solving skills in client interactions.
  • Basic proficiency with Microsoft Office or similar workplace technologies is required.
  • The employee must complete required job-related training upon hire.
  • The employee must be eligible for employment with a covered financial institution under the standards established by Regulation Z.
  • The employee must be eligible for registration as a registered mortgage loan originator with the NMLS in accordance with the SAFE Act.
  • Satisfactory criminal background-check and credit-report results, and required applicant statements or certifications regarding administrative, civil, or criminal findings by government agencies or authorities, are required by federal law.
  • The employee must comply with policies, procedures, and regulatory requirements and maintain accurate documentation and risk awareness.
  • The employee must be able to perform the listed physical and cognitive functions, including occasional domestic travel.
  • Bilingual Spanish is preferred, not required.

Responsibilities

  • Acquire and deepen client relationships through consultative engagement, product knowledge, and disciplined execution while meeting risk and regulatory standards.
  • Acquire clients at a bank location by engaging walk-in clients, managing leads, and conducting outbound outreach.
  • Establish the purpose of client interactions and conduct goals-based discovery to identify client needs and priorities.
  • Interpret client needs, validate understanding, and clearly explain relevant options, features, benefits, and potential risks in transparent language.
  • Deliver personalized solutions and next steps by connecting clients with suitable products, services, or partners.
  • Execute accurately, establish clear next steps and follow-up, and reinforce client relationships to support long-term financial progress.
  • Provide ongoing client guidance and education on TD products, services, and digital capabilities.
  • Build and strengthen client relationships through consistent, personalized interactions.
  • Engage clients on mortgage products, accept mortgage inquiries, refer clients for mortgage solutions, and conduct other residential lending activities.
  • Deliver a welcoming, personalized client experience through meaningful discovery that builds trust and credibility.
  • Serve as the primary point of accountability for client concerns, resolving issues where possible and escalating them promptly when needed.
  • Drive client acquisition, retention, and relationship growth for the bank location by identifying opportunities to deepen relationships and improve client outcomes.
  • Balance client needs with risk and compliance requirements, accurately capture client information, and follow policies.
  • Maintain compliance in operational activities in accordance with company guidelines and regulations.
  • Safeguard client relationships by complying with anti-money laundering laws and regulatory requirements, verifying client identification, maintaining data integrity, and following authentication and documentation standards.
  • Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Act in accordance with TD's code of conduct and ethical standards, and protect clients, colleagues, and the Bank.
  • Complete required training and continually strengthen risk and compliance knowledge.
  • Share insights, lessons learned, and best practices across the team.
  • Participate fully as a team member and contribute to a positive work environment aligned with TD's model, brand, and culture.
  • Take accountability for outcomes and performance by participating in performance and development activities.
  • Collaborate with team members and partners to contribute to team and organizational success.

Desired Qualifications

  • Teller or cash-handling experience in a financial institution is preferred.
  • A notary license, or the ability to obtain one, is preferred.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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