Jobs · Rhode Island

Relationship Banker I (US) - Providence, RI - Bilingual Spanish Preferred

TD · Providence, RI · 2 mo ago
On-site$22.5–$29/hrFull-time

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.

Responsibilities

  • Engages clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals.
  • Uses foundational banking knowledge to interpret client needs and validate understanding, clearly explaining relevant options, including features, benefits, and potential risks.
  • 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 reinforcing 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.
  • 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.

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
  • Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
  • 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

Qualifications

  • Eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act
  • Eligible for registration as a registered mortgage loan originator with the NMLS in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008

Skills

  • Strong communication and interpersonal skills
  • Product knowledge and consultative selling abilities
  • Ability to manage multiple tasks and prioritize work
  • Attention to detail and accuracy in documentation
  • Knowledge of banking and mortgage products

Benefits

TD offers a comprehensive benefits package including health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Pay

$22.50 - $29.00 USD per hour, commensurate with experience.

Schedule

Full-time, 40 hours per week.

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