Relationship Banker I - Altamonte Springs, FL

TD Bank, N.A.; Florida; Vor Ort; USD 31.000 - 40.000; Vollzeit

Zusammenfassung

TD Bank Group in Altamonte Springs, Florida, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and proactive outreach. You will help clients achieve financial goals by delivering personalized solutions while adhering to risk and regulatory standards.

The role requires walk-in engagement, strong product knowledge, and disciplined execution to drive meaningful client outcomes.

Qualifikationen

• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• Demonstrated ability to communicate clearly with clients and colleagues.
• Basic proficiency with Microsoft Office or similar workplace technologies.

Aufgaben

• Engages clients through walk-ins, lead management and outreach to acquire new relationships.
• Provides personalized solutions and product recommendations to help clients meet financial goals.
• Maintains regulatory compliance and accurate documentation during client interactions.
• Delivers a welcoming, client-first experience and supports ongoing relationship growth.

Kenntnisse

Client service experience

Clear communication

Relationship building

MS Office proficiency

Ausbildung

High School Diploma or GED

Tools

Microsoft Office

Jobbeschreibung

Work Location: Altamonte Springs, Florida, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business

Personal & Commercial Banking

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. This role is accountable for acquiring and deepening client relationships through consultative engagement, strong product knowledge, and disciplined execution that drive meaningful client outcomes while adhering to TD's risk and regulatory standards.

Depth & Scope

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.

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

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 position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 100