Relationship Banker I - Pine Hills

Work Location: Plymouth, Massachusetts, United States of America. Full-time position, 40 hours per week.

About the Role

This role is a banking professional who plays a vital part in delivering TD's human, relationship-driven banking experience. You will partner with clients to help them confidently achieve their financial goals through personalized solutions that support overall financial well-being. The role focuses on acquiring and deepening client relationships through consultative engagement, strong product knowledge, and disciplined execution while adhering to TD's risk and regulatory standards.

Responsibilities

• Drive client acquisition in a bank location by engaging walk-in opportunities, managing leads, and conducting outbound outreach to build meaningful connections.
• Engage clients with curiosity, establish the purpose of interactions, and conduct goals-based discovery to uncover client needs and priorities.
• Apply foundational banking knowledge to interpret client needs, validate understanding, and explain relevant options using simple, transparent language.
• Deliver personalized solutions and next best actions, connecting clients to appropriate products, services, or partners.
• Execute tasks with accuracy and discipline, establishing clear next steps and follow-up to reinforce client relationships.
• Serve as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities.
• Build and strengthen client relationships through consistent, personalized interactions that reflect a client-first approach.
• Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage solutions or other residential lending activities.
• Adhere to all policies, procedures, and regulatory requirements, ensuring accurate documentation and risk awareness.
• Deliver a welcoming, personalized client experience by actively engaging in meaningful discovery to build trust and credibility.
• Resolve client concerns end-to-end where possible and ensure timely escalation when required.
• Drive client acquisition, retention, and relationship growth by proactively identifying opportunities to deepen relationships.
• Maintain compliance with operational activities, company guidelines, and regulations to minimize risk and protect clients.
• Act as a trusted first point of contact in safeguarding client relationships by complying with AML laws and regulatory requirements.
• Identify potential discrepancies, material changes, or risk indicators and escalate appropriately.
• Act in accordance with TD's code of conduct and ethical standards in every decision.
• Complete required training and continuously strengthen risk and compliance knowledge.
• Share insights, lessons learned, and best practices across the team to foster a collaborative work environment.
• Participate in performance and development activities, proactively sharing insights and best practices.
• Embrace diverse perspectives, backgrounds, and experiences to foster a growth mindset.
• Collaborate with team members and partners to contribute to the success of the team and organization.

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.
• 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.
• 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.

Pay

$24.00 - $33.50 USD per hour. TD is committed to providing fair and equitable compensation opportunities to all colleagues. The base pay offered may vary based on skills, experience, job-related knowledge, geographic location, and other business needs.

Benefits

TD offers a Total Rewards package that includes:

• Base salary and variable compensation/incentive awards (e.g., cash and/or equity incentive awards).
• 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 and reward and recognition programs.

TD is committed to supporting colleagues and their families in achieving financial, physical, and mental well-being goals.

Physical Requirements

• Domestic Travel: Occasional (1-33%)
• International Travel: Never (0%)
• Performing sedentary work: Continuous (67-100%)
• Performing multiple tasks: Continuous (67-100%)
• Operating standard office equipment: Continuous (67-100%)
• Responding quickly to sounds: Continuous (67-100%)
• Sitting: Frequent (34-66%)
• Standing: Frequent (34-66%)
• Walking: Occasional (1-33%)
• Moving safely in confined spaces: Occasional (1-33%)
• Lifting/Carrying (under 25 lbs.): Occasional (1-33%)
• Lifting/Carrying (over 25 lbs.): Occasional (1-33%)
• Squatting: Occasional (1-33%)
• Bending: Occasional (1-33%)
• Kneeling: Occasional (1-33%)
• Crawling: Occasional (1-33%)
• Climbing: Occasional (1-33%)
• Reaching overhead: Occasional (1-33%)
• Reaching forward: Occasional (1-33%)
• Pushing: Occasional (1-33%)
• Pulling: Occasional (1-33%)
• Twisting: Occasional (1-33%)
• Concentrating for long periods of time: Continuous (67-100%)
• Applying common sense to deal with problems: Continuous (67-100%)
• Reading, writing, and comprehending instructions: Continuous (67-100%)
• Adding, subtracting, multiplying, and dividing: Continuous (67-100%)