Relationship Banker II Float - Mansfield

Work Location: Mansfield, Massachusetts, United States of America. Hours: 40 per week.

About the role

This role is a banking professional who works across multiple bank locations, playing a vital role in bringing TD's human, relationship-driven banking experience to life. The role focuses on cultivating and sustaining client relationships by delivering personalized banking solutions that support long-term financial goals. This position is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance, deep product knowledge, and disciplined execution while upholding TD's risk and regulatory standards.

Responsibilities

• Cultivate and sustain long-term client relationships through leads management and outbound efforts in a bank location; identify opportunities to deepen client relationships and help clients meet their financial objectives.
• Proactively engage in client conversations with curiosity, actively listening and accurately capturing information while leveraging TD systems and tools to identify appropriate client solutions and next best actions; ensure consistent follow-through across all client commitments, including partner hand-offs.
• Lead client engagement across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships.
• Conduct purposeful, goals-based discovery with confidence, uncovering both expressed and unexpressed client needs through advanced questioning and active listening.
• Apply strong banking and financial knowledge to interpret client needs and validate understanding; provide clear, tailored guidance on a broader range of products and services, explaining options, benefits, and risks to support informed client decisions.
• Deliver advanced, needs-based guidance and manage more complex client scenarios, ensuring recommendations reflect a holistic understanding of client goals and financial position while driving partner collaboration and effective execution of referrals.
• Serve as a client advocate, anticipating client needs to build and maintain deeper relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Engage clients on mortgage products, accept mortgage inquiries, refer clients for mortgage solutions, or other residential lending activities.
• Champion the client experience by ensuring continuity, follow-through, and strong connection to TD’s broader network of expertise.
• Adhere to and reinforce all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank.
• Act as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required.
• Lead client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Apply sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies.
• Consistently bring TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience.
• Maintain compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client.
• Act 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; accurately verify client identification, maintain data integrity, and follow established authentication and documentation standards.
• Identify potential discrepancies, material changes, or risk indicators and escalate appropriately in accordance with policy and procedure.
• Act in accordance with TD's code of conduct and ethical standards in every decision.
• Exercise sound judgment in more complex scenarios, identifying risks, resolving issues, and escalating as appropriate.
• Act as a team leader to monitor workflow, prioritize tasks, and delegate responsibilities.
• Complete required training and continuously strengthen risk and compliance knowledge.
• Contribute to a positive work environment by aligning to TD’s Model, Brand, and Culture by participating fully as a member of the team.
• Take accountability for outcomes and performance by participating in performance and development activities; proactively share insights, lessons learned, and best practices across the team.
• Embrace different perspectives, backgrounds, and experiences; model curiosity and seek out different perspectives to foster a growth mindset.
• Collaborate with team members and partners in contributing to the success of the team and organization.
• Demonstrate TD Way leadership behaviors in action.

Requirements

• High School Diploma or GED (or equivalent combination of education and experience).
• 2+ years of experience engaging clients in a sales, service, or relationship-building capacity, including identifying needs and delivering solutions.
• Ability to travel same-day to multiple work locations within a designated area.
• Prior experience in a banking environment, including teller, platform, or relationship banking roles preferred.
• Demonstrated ability to conduct consultative client conversations, including uncovering needs and recommending appropriate products and services.
• Strong communication skills with the ability to convey information clearly, concisely, and confidently to diverse client populations.
• Demonstrated ability to manage multiple priorities, independently organize work, and consistently meet deadlines in a fast-paced environment.
• Demonstrated ability to apply sound judgment and problem-solving skills in client-facing and operational scenarios.
• 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.

Skills

• Agility, teamwork, and flexibility to adapt to different locations and environments.
• Advanced questioning and active listening to uncover client needs.
• Strong banking and financial knowledge to interpret client needs and provide tailored guidance.
• Ability to manage complex client scenarios and drive partner collaboration.
• Sound judgment to balance client needs with risk and compliance requirements.

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 the candidate's skills, experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Benefits

TD offers a Total Rewards package that includes:

• Base salary and variable compensation/incentive awards (e.g., eligibility for 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.

Physical Requirements

• Domestic Travel: Continuous (67-100%)
• 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: Continuous (67-100%)
• Standing: Occasional (1-33%)
• Walking: Continuous (67-100%)
• 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 involving standardized situations: Continuous (67-100%)
• Reading, writing, and comprehending instructions: Continuous (67-100%)
• Adding, subtracting, multiplying, and dividing: Continuous (67-100%)