Relationship Banker II: Client-Focused Banking

TD; Live Oak (FL); On-site; USD 30,000 - 39,000; Full time

Job summary

TD Bank Live Oak location is seeking a customer-focused associate to deliver everyday banking and consumer product support with accuracy and clarity. You will engage clients, educate them on products, and connect them to specialists as needed to achieve their financial goals.

The role emphasizes high-touch service, compliance, and proactive appointment setting, with flexibility to work during evenings, weekends, and holidays as required.

Qualifications

• High school diploma or GED required; willingness to complete job-related training.
• Excellent communication skills, concise and clear.
• Strong organization and ability to manage multiple tasks in fast-paced environment.
• Demonstrated problem-solving abilities and independent work style.

Responsibilities

• Orchestrates the client experience by managing client flow in-person and by phone, and referrals to partners.
• Acts as hospitality ambassador delivering a high-touch client experience.
• Educates clients on banking products and digital capabilities to enhance convenience and well-being.
• Engages in proactive outreach, scheduling appointments for consumer account needs and opportunities.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Advocates for clients with empathy and a long-term perspective in all interactions.

Skills

Communication skills

Organization skills

Problem solving

Time management

Microsoft Office

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Live Oak location is seeking a customer-focused associate to deliver everyday banking and consumer product support with accuracy and clarity. You will engage clients, educate them on products, and connect them to specialists as needed to achieve their financial goals.

The role emphasizes high-touch service, compliance, and proactive appointment setting, with flexibility to work during evenings, weekends, and holidays as required.