# Relationship Banker I (Bolton Landing) [TD Bank](https://www.jorb.ai/firms/td-bank.md) · New York · United States · [Retail Banking](https://www.jorb.ai/jobs/retail-banking.md) TD Bank is hiring a Relationship Banker I (Bolton Landing) in New York. Posted 2026-08-07; applications close 2026-10-06. **Apply**: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Bolton-Landing-New-York/Retail-Banker--Boltan-Landing-_R_1494600 Posted 2d ago. ## Role details ## Retail Banker I **Work Location:** Bolton Landing, New York, United States of America **Hours:** 40 hours **Pay Details:** $22.50 - $29.00 USD **Line of Business:** Personal & Commercial Banking ## About the Role The Retail Banker I is a customer liaison integral to delivering TD’s Brand promise by using financial expertise and consultative advice to help customers with their banking solutions and needs. This role supports business objectives by identifying appropriate TD solutions that help customers achieve their financial goals and optimize their relationship with TD. ## Depth & Scope - Uses knowledge of products, services, and routine transactions to educate customers on banking offerings and/or refer them to appropriate team members or internal partners while ensuring a positive customer experience. - Applies broad knowledge and understanding of the full product suite, services, and processes of the business area; low to moderate complexity/risk. - Builds and nurtures customer relationships by displaying product knowledge, actively listening to customer needs, and engaging in additional conversation to identify needs and offer solutions or referrals. - Recommends products based on customer needs, highlighting features and benefits to help customers through challenging times and life events; aims to save time and money and exceed customer needs. - Uses customer relationship management tools to support customer assessments, identify customer solutions, and participate in lead-focused outbound sales activities. - Independently resolves customer issues, errors, and problems; escalates when necessary. - Builds working relationships and explains detailed and/or complex information. - Operates at full proficiency gained through job-related training across a range of activities. - Participates in customer outreach, servicing, and advice activities to deliver on TD’s “unexpectedly human” promise. - Engages in conversations about loan products and facilitates application intake. - Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry). ## Customer Accountabilities - Delivers a “Legendary” customer experience by helping customers, building relationships, and providing service and advice. - Understands and supports the bank’s Customer Service Strategy by delivering end-to-end advice customers expect: (1) building trust with educational content and tools, (2) providing consultative support, and (3) advocating for customers with proactive insights and recommendations. - Acts as a customer advocate to improve financial confidence by providing customer resolution, proactive tips, and insights on saving time and money. - Consistently executes behaviors that deliver a “Legendary” and “unexpectedly human” customer experience through effective problem resolution or sound advice that yields solutions. - Leads lobby flow by orchestrating customer traffic, warmly welcoming customers, discovering initial needs, and guiding customers appropriately. - Understands customer preferences for banking (when and how they want) and educates customers on self-service options. - May act as a point of escalation for customer questions or concerns. - May perform teller transactions (e.g., check cashing, deposits, transfers, and withdrawals) while monitoring fraud mitigation and following operational policies and procedures. - Considers the impact of decisions on TD, customers, and stakeholders. - Acts as a brand champion internally and externally. - Identifies transaction needs and educates clients on self-service channels, including digital options. - Brings authenticity to each interaction and turns every banking transaction into a personalized experience. ## Shareholder Accountabilities - Ensures compliance with operational activities in accordance with company guidelines and regulations, including the Bank Secrecy Act and Patriot Act, to minimize risk and protect customers. - Participates in daily store operations to ensure alignment with TD’s risk framework. - Understands and applies operating policies and procedures. - Supports the timely and accurate completion of business processes and procedures. - Escalates non-standard or high-risk transactions/activities as necessary. - Ensures documentation is accurate, reflects client/business intentions, and aligns with applicable rules and regulations. - Ensures due diligence to support the accuracy of customer transactions/activities. - Knows and complies with the Bank Code of Conduct. - Supports Operational Excellence by understanding accountability in driving an operationally sound location. - Executes with excellence by adhering to all risk and control policies/procedures. ## Employee/Team Accountabilities - Participates fully as a team member and supports a positive work environment that promotes service, quality, innovation, teamwork, and timely communication of issues or relevant information. - Enhances knowledge and expertise; participates in knowledge transfer within the team and business unit. - Participates in personal performance management and development activities. - Keeps others informed about the status/progress of projects and other relevant information tied to day-to-day activities. - Contributes to a fair, positive, and equitable environment that supports a diverse workforce. - Acts as a brand ambassador for the business area/function and the bank, internally and/or externally. - Uses feedback from coaching sessions to improve performance. - Builds relationships with partner bankers to make effective referrals. - Supports TD Model, Brand, and Culture by actively participating as a team member. - Collaborates with team members to support team and organizational success. - Seeks opportunities to improve work delivery with high attention to quality standards. - Takes ownership of career and aspirations and seeks diverse feedback to continuously develop skills. - Positively embraces change. - Adheres to and participates in TD Shared Commitments and code of conduct expectations. - Helps advance and sustain an inclusive culture aligned with TD’s diversity agenda and an extraordinary employee experience. ## Education & Experience - HS Diploma or GED. - 1+ years of experience working with customers and/or sales in any capacity, or equivalent demonstrated through volunteering, education, or military experience (preferred). - Teller experience preferred. - Must be able to complete teller training upon hire to take customer transactions. - Demonstrated ability to engage customers while educating them on products and services (preferred). - Demonstrated organizational skills to handle multiple tasks in a fast-paced environment. - Excellent communication skills with the ability to be concise, clear, and consistent. - Demonstrated ability to schedule and prioritize work. - Demonstrated ability to work independently and meet deadlines. - Sound judgment and effective problem solving. - Proficient in Microsoft Office. - Notary License (preferred). ## OCC Language - This position falls within the definition of Loan Originator under Regulation Z of the Truth in Lending Act (12 CFR Part 1026.36) and the definition of Mortgage Loan Originator 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 1007). - Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act (12 CFR Part 1026.36). - Must be eligible for registration as a registered mortgage loan originator with the NMLS in accordance with the SAFE Act (12 U.S.C. §§ 5102 et seq.) and its implementing regulations (12 CFR Part 1007). - Must obtain satisfactory results on a criminal background check and a credit report check, and provide statements/certification from the job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, as required by federal law for this position. ## Physical Requirements - **Domestic Travel:** Occasional - **International Travel:** Never - **Sedentary work:** Continuous - **Performing multiple tasks:** Continuous - **Operating standard office equipment:** Continuous - **Responding quickly to sounds:** Continuous - **Sitting:** Frequent - **Standing:** Frequent - **Walking:** Occasional - **Moving safely in confined spaces:** Occasional - **Lifting/Carrying (under 25 lbs.):** Occasional - **Lifting/Carrying (over 25 lbs.):** Occasional - **Squatting:** Occasional - **Bending:** Occasional - **Kneeling:** Occasional - **Crawling:** Occasional - **Climbing:** Occasional - **Reaching overhead:** Occasional - **Reaching forward:** Occasional - **Pushing:** Occasional - **Pulling:** Occasional - **Twisting:** Occasional - **Concentrating for long periods of time:** Continuous - **Applying common sense to deal with standardized situations:** Continuous - **Reading, writing, and comprehending instructions:** Continuous - **Adding, subtracting, multiplying, and dividing:** Continuous The above statements describe the general nature and level of work performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. The listed responsibilities and duties are considered essential functions for ADA purposes. ## Who We Are TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches/stores. TD is committed to making every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States, and around the world. TD is focused on being a leader in client experience and believes that all colleagues, no matter where they work, are client facing. ## Additional Information - TD provides training and onboarding sessions to support success in the role. - Interview scheduling will be communicated to candidates of interest, and outcomes will be communicated by email or phone call. - TD is an equal opportunity employer. All qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or any other characteristic protected under applicable federal, state, or local law. - If you are an applicant with a disability and need accommodations to complete the application process, email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com and include your full name, best way to reach you, and the accommodations needed. ## Applying to this role This Relationship Banker I (Bolton Landing) role at TD Bank runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. 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