Relationship Banker I — Client Growth & Banking

TD Bank Group; Hauppauge (NY); Hybrid; USD 33,000 - 44,000; Full time

Job summary

TD Bank Group in Hauppauge, NY, is hiring a Relationship Banker I to grow client relationships and deliver personalized banking solutions. You will engage clients through walk-ins and outreach, explain TD products, and guide customers toward appropriate mortgage and banking services.

The role emphasizes compliance, risk awareness, and a client-first approach, with opportunities to learn and advance in a dynamic retail banking environment.

Qualifications

• High School Diploma or GED (or equivalent).
• 1+ years of client-facing service or sales experience.
• Ability to communicate clearly with clients and colleagues.
• Experience with mortgage licensing and documentation is beneficial.
• Notary license preferred or obtainable.

Responsibilities

• Drive client acquisition and relationship growth through walk-ins, outreach, and referrals.
• Explain TD products clearly, focusing on benefits and risks for clients.
• Provide personalized financial solutions and next steps to clients.
• Maintain accurate documentation and comply with risk and regulatory standards.

Skills

Client engagement

Relationship building

Communication skills

Multitasking

Microsoft Office

NMLS knowledge

Education

High School Diploma or GED

Tools

NMLS

Job description

TD Bank Group in Hauppauge, NY, is hiring a Relationship Banker I to grow client relationships and deliver personalized banking solutions. You will engage clients through walk-ins and outreach, explain TD products, and guide customers toward appropriate mortgage and banking services.

The role emphasizes compliance, risk awareness, and a client-first approach, with opportunities to learn and advance in a dynamic retail banking environment.