T

TD Bank

Offers banking, loans, and wealth management.

Relationship Banker 1

Retail & Commercial BankingPosted on Nov 13
Full-timePlaistow, NH, USA$22.50 - $29

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 candidate must communicate clearly and effectively with clients and colleagues.
  • The candidate must be able to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
  • The candidate must exercise sound judgment and problem-solving skills in client interactions.
  • Basic proficiency with Microsoft Office or similar workplace technologies is required.
  • The candidate must complete required job-related training upon hire.
  • The candidate must be able to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry as required for the role.
  • The candidate must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
  • The candidate must be eligible for registration as a registered mortgage loan originator with the Nationwide Mortgage Licensing System and Registry under the SAFE Act.
  • Satisfactory criminal background-check and credit-report results, and required applicant statements or certifications regarding administrative, civil, or criminal findings by a government agency or authority, are required by federal law.

Responsibilities

  • Acquire clients at a bank location through walk-in opportunities, lead management, and outbound outreach, building connections that help clients achieve their financial goals.
  • Engage clients with curiosity, establish the purpose of each interaction, and conduct goals-based discovery to identify client needs and priorities.
  • Apply foundational banking knowledge to interpret client needs and validate understanding; explain relevant options, features, benefits, and potential risks in clear language to support informed decisions.
  • Deliver personalized solutions and next steps by connecting clients with appropriate products, services, or partners.
  • Execute accurately and consistently by establishing next steps and follow-up, and reinforce client relationships to support long-term financial progress.
  • Provide ongoing guidance as a trusted client advocate, educating clients on the bank’s products, services, and digital capabilities to simplify everyday banking and improve financial wellness.
  • Build and strengthen client relationships through consistent, personalized interactions.
  • Engage clients on mortgage products, accept mortgage inquiries, refer clients for mortgage solutions, and perform other residential lending activities.
  • Follow policies, procedures, and regulatory requirements; document accurately, maintain risk awareness, and protect clients and the bank.
  • Deliver a welcoming, personalized client experience through meaningful discovery that builds trust and credibility.
  • Take primary accountability for client concerns, resolve issues end-to-end where possible, and escalate them promptly when necessary.
  • 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.
  • Represent the bank’s brand and client strategy in every interaction, reinforcing a relationship-led experience.
  • Complete operational activities in compliance with company guidelines and regulations to minimize risk and protect clients.
  • 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 potential discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Act in accordance with the bank’s code of conduct and ethical standards.
  • Complete required training and continuously strengthen risk and compliance knowledge.
  • Share insights, lessons learned, and best practices across the team.
  • Contribute to a positive work environment and participate fully as a team member.
  • Participate in performance and development activities and take accountability for outcomes and performance.
  • 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

Recently Posted Jobs

Explore more opportunities at TD Bank

See more jobs