Relationship Banker II Float (Little Neck)

TD Bank, N.A.; New York (NY); On-site; USD 35,000 - 50,000; Full time

Job summary

TD Bank, N.A. in Little Neck, NY is seeking a banking professional to cultivate client relationships across locations, delivering personalized solutions to support long-term financial goals.

You will acquire new clients and deepen existing relationships through consultative engagement and risk-compliant execution. You will travel within the designated area to multiple work locations, engaging in needs-based guidance with a broad product knowledge, while ensuring seamless referrals and strong TD

Qualifications

• 2+ years of client sales or relationship banking experience.
• Willingness to travel same-day across locations within a designated area.
• Strong communication and consultative selling skills.
• Must obtain NMLS registration; Notary license preferred.

Responsibilities

• Cultivate and grow client relationships through leads management and outbound efforts across bank locations.
• Provide needs-based guidance and tailored product recommendations to clients.
• Develop and deliver mortgage and other lending referrals within the TD network.
• Ensure compliance with TD policies, risk standards, and documentation requirements.
• Build trust and improve client outcomes through proactive outreach.

Skills

Sales experience

Relationship building

Consultative selling

Client engagement

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Work Location:

Little Neck, New York, United States of America Hours: 40 Pay Details: $25.50 - $36.00 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 works across multiple bank locations playing a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance supported by deep product knowledge and disciplined execution while upholding TD's risk and regulatory standards.

Depth & Scope

Cultivates and sustains long term client relationships through leads management and outbound efforts in a bank location; responsible for identifying opportunities that deepen client relationships that allow clients to meet their financial objectives Proactively engages in client conversations with curiosity, actively listening and accurately capturing information while leveraging TD systems and tools to identify appropriate client solutions and next best actions, ensuring consistent follow-through across all client commitments, including partner hand-offs Consistently leads client engagement across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships. Leads purposeful, goals-based discovery with confidence, uncovering both expressed and unexpressed client needs through advanced questioning and active listening Applies strong banking and financial knowledge to interpret client needs and validate understanding. Provides clear, tailored guidance on a broader range of products and services, explaining options, benefits, and risks with confidence to support informed client decisions Delivers advanced, needs-based guidance and manages more complex client scenarios ensuring recommendations reflect a holistic understanding of client goals and financial position while driving partner collaboration and ensuring effective execution of referrals Serves as a client advocate, anticipating client's needs to build and maintain deeper client relationships through ongoing engagement, personalized guidance, and proactive outreach Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities Champions the client experience by ensuring continuity, follow-through, and strong connection to TD’s broader network of expertise Adheres & reinforces 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) 2+ years of experience engaging clients in a sales, service, or relationship building capacity, including identifying needs and delivering solutions Requires agility, teamwork and flexibility to adapt to different locations and environments Must be able to do same day travel to multiple work locations within a designated area Prior experience in a banking environment, including teller, platform, or relationship banking roles preferred Demonstrated ability to conduct consultative client conversations, including uncovering needs and recommending appropriate products and services Strong communication skills with the ability to convey information clearly, concisely, and confidently to diverse client populations Demonstrated ability to manage multiple priorities, independently organize work, and consistently meet deadlines in a fast-paced environment Demonstrated ability to apply sound judgment and problem-solving skills in client-facing and operational scenarios 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 Leads 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