Relationship Banker I - Bennington, VT
TD · Bennington, VT · 1 wk ago
On-site$22.5–$29/hrFull-time
About the role
This role is a banking professional who partners with clients to help them achieve financial goals by delivering personalized solutions, acquiring and deepening client relationships through consultative engagement, and adhering to TD's risk and regulatory standards.
Responsibilities
- Engage clients through walk‑in opportunities, lead management, and outbound outreach to drive acquisition.
- Conduct goals‑based discovery to uncover client needs and priorities.
- Explain relevant banking options, including features, benefits, and potential risks, using clear language.
- Deliver personalized solutions and next best actions, connecting clients to appropriate products, services, or partners.
- Establish clear next steps and follow‑up to reinforce client relationships.
- Serve as a trusted client advocate by educating clients on TD products, services, and digital capabilities.
- Build and strengthen client relationships through consistent, personalized interactions.
- Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage solutions.
- Ensure compliance with policies, procedures, and regulatory requirements, maintaining accurate documentation.
- Resolve client concerns end‑to‑end and escalate when required.
- Drive client acquisition, retention, and relationship growth for the bank location.
- Balance client needs with risk and compliance requirements.
- 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 by aligning with TD’s Model, Brand, and Culture.
Requirements
- High School Diploma or GED (or equivalent combination of education and experience).
- 1+ years of experience engaging with clients in a service, sales, or relationship‑building environment.
- Teller or cash‑handling experience in a financial institution preferred.
- Experience educating clients on products and services in a consultative manner.
- Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.
- Notary License (or ability to obtain) preferred.
Qualifications
- Demonstrated 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.
Skills
- Relationship building and consultative sales.
- Product knowledge (banking and mortgage products).
- Client needs discovery and solution presentation.
- Communication and active listening.
- Organization and time management.
- Risk awareness and compliance adherence.
- Basic computer literacy (Microsoft Office).
Benefits
- Base salary plus variable compensation/incentive awards (cash and/or equity).
- Health and well‑being benefits.
- Savings and retirement programs.
- Paid time off (Vacation PTO, Flex PTO, Holiday PTO).
- Banking benefits and discounts.
- Career development programs.
- Reward and recognition programs.
Pay
$22.50 – $29.00 USD per hour.
Schedule
Full‑time, 40 hours per week.