Relationship Banker I — Client‑First Banking

TD; Dumfries; On-site; GBP 25,000 - 32,000; Part time

Job summary

TD Bank in the United States seeks a banking professional to acquire and deepen client relationships by delivering personalized financial solutions and maintaining regulatory standards. This role emphasizes consultative engagement and building trust with clients at a branch location.

You will engage clients through walk‑ins and outbound outreach, explain options, and connect them to mortgage products or other TD services while upholding risk controls and accuracy in documentation.

Qualifications

• 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

Responsibilities

• Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility
• 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
• Protects TD's clients, colleagues and the Bank - Do the right thing -own it, raise it, know it

Skills

Customer service

Relationship building

Communication

Sales skills

Problem solving

Microsoft Office

Education

High School Diploma or GED

NMLS registration

Notary License (or ability to obtain)

Job description

TD Bank in the United States seeks a banking professional to acquire and deepen client relationships by delivering personalized financial solutions and maintaining regulatory standards. This role emphasizes consultative engagement and building trust with clients at a branch location.

You will engage clients through walk‑ins and outbound outreach, explain options, and connect them to mortgage products or other TD services while upholding risk controls and accuracy in documentation.