Relationship Banker — Build Financial Wellness

TD Bank; Stamford (CT); On-site; USD 50,000 - 68,000; Full time

Job summary

TD Bank in Stamford, CT seeks a banking professional to acquire and deepen client relationships by offering personalized financial solutions. You will engage clients through walk-ins and outreach, discover needs, and guide them to suitable TD products while maintaining strong risk awareness and regulatory compliance.

The role focuses on delivering a trusted, relationship-driven experience, educating clients on TD services and digital tools to support financial well-being and progression within

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 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

• Drive client acquisition and deepen relationships through walk-in opportunities and outreach.
• Engage clients with purpose, conduct discovery to uncover needs and priorities.
• Explain options clearly, including features, benefits and risks, in plain language.
• Deliver personalized solutions and next steps, linking to TD products and services.
• Maintain accurate documentation and comply with risk and regulatory standards.
• Educate clients on TD products and digital capabilities to improve financial wellness.
• Build long-term client relationships through consistent, personalized interactions.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Client engagement

Communication

Relationship building

Time management

Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Stamford, CT seeks a banking professional to acquire and deepen client relationships by offering personalized financial solutions. You will engage clients through walk-ins and outreach, discover needs, and guide them to suitable TD products while maintaining strong risk awareness and regulatory compliance.

The role focuses on delivering a trusted, relationship-driven experience, educating clients on TD services and digital tools to support financial well-being and progression within