Relationship Banker I: Grow Client Relationships

TD Bank, N.A.; Columbia (SC); On-site; USD 64,472,000 - 83,097,000; Full time

Job summary

TD Bank, N.A. in Columbia, SC seeks a banking professional to acquire and deepen client relationships by engaging customers, presenting personalized financial solutions, and guiding them to TD products while maintaining risk controls and regulatory compliance.

Strong communication and service mindset are essential for success. The role requires basic banking knowledge, ability to manage multiple tasks, and a customer-first approach in a fast-paced environment.

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

• Engages clients to acquire and deepen relationships through consultative engagement
• Explains options, features, benefits, and risks in simple language
• Delivers personalized solutions and next steps for clients
• Ensures accurate documentation and follows up for client progress
• Acts as a trusted client advocate with ongoing guidance on TD products and digital capabilities
• Builds client relationships through consistent, personalized interactions
• Adheres to policies, risk and regulatory standards

Skills

Communication

Relationship building

Time management

Prioritization

Problem solving

Microsoft Office

Education

High School Diploma or GED

Tools

NMLS

Microsoft Office

Job description

TD Bank, N.A. in Columbia, SC seeks a banking professional to acquire and deepen client relationships by engaging customers, presenting personalized financial solutions, and guiding them to TD products while maintaining risk controls and regulatory compliance.

Strong communication and service mindset are essential for success. The role requires basic banking knowledge, ability to manage multiple tasks, and a customer-first approach in a fast-paced environment.