Jobs · Finance · New York

Relationship Banker I - Thornwood (Bilingual Spanish Preferred)

TD · Thornwood, NY · 1 mo ago
On-siteFinance$24.25–$32.5/hrFull-time
We need to output HTML fragment with sections only if real content. The posting includes: - Work Location: Thornwood, New York, United States of America - Hours 40 - Pay Details $24.25 - $32.50 USD - There's a paragraph about compensation policies etc. We need to include Pay section only if posting actually states them. It does: Pay Details $24.25 - $32.50 USD. Also mention base pay may vary etc. So we can include Pay section with that info. - Hours: 40 (likely full-time). So Schedule section: Hours 40 (maybe "40 hours per week"). - Benefits: There's a section "Our Total Rewards Package" describing benefits. So we can include Benefits section summarizing that. - Responsibilities: The "Job Description" and "Depth & Scope" bullet-like paragraphs. We need to extract duties as list items. - Requirements/Qualifications: "Education & Experience" section. - Skills: maybe part of requirements. - About the role: maybe the initial description before responsibilities. We must not repeat job title as heading. No Job ID. We must remove boilerplate like EEO, legal, etc. Also remove duplicated lines, navigation, cookie, etc. Also remove application instructions. We must preserve all substantive information, not invent or summarize away detail. Must not create sections with filler like "commensurate with experience". We have actual pay range, so Pay section ok. We must not create Schedule unless posting actually states them. It says Hours 40. So schedule: 40 hours per week (full-time). That's specific. Benefits: The posting includes "Our Total Rewards Package" describing benefits. So we can include Benefits section with that content. We need to use

for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should decide which sections to include based on content. Let's parse: - About the role: The first paragraph after "Job Description": "This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being." That's a description. Could be About the role. - Responsibilities: The "Depth & Scope" bullet points (multiple sentences). We can turn each sentence into
  • . - Requirements/Qualifications: The "Education & Experience" bullet list. - Skills: Could be extracted from requirements: demonstrated ability to communicate, manage tasks, problem solving, basic proficiency with MS Office, ability to complete training, obtain NMLS registration, Notary License preferred. Could be separate Skills section, but we might combine into Requirements. The instruction says prefer few substantive sections over many thin ones. So we could have Requirements (including education, experience, skills). But they also have separate headings for Requirements, Qualifications, Skills. We can decide to include Requirements and Qualifications as separate if content distinct. However "Education & Experience" covers both education and experience; skills are also listed there. Might be okay to have one Requirements section covering education, experience, skills. But we need to follow instruction: use headings only when posting has real specific content for it. If we combine, we still need to decide which heading(s) to use. Could use "Requirements" and put all. Or "Qualifications". The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't require us to use all; we can choose. Thus we can have:

    About the role

    This role is a banking professional ...

    Responsibilities

    • Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals
    • Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities
    • Applies foundational banking knowledge to interpret client needs and validate understanding. Clearly explains relevant options, including features, benefits, and potential risks, using simple and transparent language to help clients make informed decisions aligned to their financial goals
    • Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners
    • Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress
    • Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness
    • Builds and strengthens client relationships through consistent, personalized interactions that reflect a client-first approach
    • Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities
    • Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank
    But note some sentences are long and contain multiple sentences; we could split but it's okay. Now Requirements/Qualifications/Skills: We'll combine into one section maybe "Requirements". Let's extract: Education & Experience: - 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 - Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment - Ability to exercise 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 We could also include "Customer Accountabilities", "Shareholder Accountabilities", "Employee/Team Accountabilities", "OCC Language", "Physical Requirements". Those are more like responsibilities or accountabilities; but we already covered responsibilities. However those sections contain additional accountability details that might be considered responsibilities. The instruction says preserve ALL substantive information; do not invent or summarize away detail. So we need to include those accountabilities as well. They are substantive. Should we add them under Responsibilities or maybe a separate section like "Accountabilities"? But we only have allowed headings list; we could add them under Responsibilities as additional list items. That would preserve info. Thus we need to extract from: Customer Accountabilities: - Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility - Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required - Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes - Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies - Consistently brings TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience Shareholder Accountabilities: - Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client - Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards - Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure - Acts in accordance with TD's code of conduct and ethical standards in every decision - Protects TD's clients, colleagues and the Bank - Do the right thing - own it, raise it, know it Employee/Team Accountabilities: - Completes required training and continuously strengthen risk and compliance knowledge - Share insights, lessons learned, and best practices across the team - Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team - Takes accountability for outcomes and performance by participating in performance and development activities; proactively sharing insights, lessons learned, and best practices across the team - Embraces different perspectives, backgrounds, and experiences - Models curiosity and seeks out different perspectives to foster a growth mindset - Collaborates with team members and partners in contributing to the success of the team and organization OCC Language: This is about loan originator definitions and eligibility requirements. This is also a requirement (regulatory). Could be included under Requirements. Physical Requirements: details about physical demands. Could be included under Requirements or maybe a separate section but we don't have a heading for Physical Requirements. Could put under Requirements as well. Thus we can have a single Requirements section covering education, experience, skills, regulatory, physical. But we need to avoid too thin sections; one Requirements section is fine. Now Benefits: The "Our Total Rewards Package" paragraph describes benefits. We'll put that as Benefits section. Pay: we have Pay Details $24.25 - $32.50 USD plus explanation about base pay may vary etc. We'll include that. Schedule: Hours 40. Work Location: Could be included in a short paragraph maybe under About the role or separate? The instruction says do not put Job ID/requisition numbers as headings — fold minor metadata into a short

    or drop it. Work Location is metadata; we could include a short

    before sections: maybe a paragraph with location and hours? But we already have Schedule and Pay sections. Location could be a short

    before sections. The instruction says output ONLY the HTML fragment. We can include a

    for location. Thus final HTML:

    Work Location: Thornwood, New York, United States of America

    About the role

    This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being.

    Responsibilities

    • Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals
    • Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities
    • Applies foundational banking knowledge to interpret client needs and validate understanding. Clearly explains relevant options, including features, benefits, and potential risks, using simple and transparent language to help clients make informed decisions aligned to their financial goals
    • Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners
    • Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress
    • Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness
    • Builds and strengthens client relationships through consistent, personalized interactions that reflect a client-first approach
    • Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities
    • Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank
    • Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility
    • Serves as the
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