Relationship Banker I - Forest Hills/Queen (30 Hours Weekly)s Blvd

Position Details

• Work Location: Forest Hills, New York, United States of America
• Hours: 30
• Pay Range: $24.25–$32.50 USD
• Line of Business: Personal & Commercial Banking

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. Compensation policies and practices are designed to allow colleagues to progress through the salary range over time as they develop in their roles. The base pay offered may vary based on the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Candidates are encouraged to ask compensation-related questions and maintain an open dialogue with their recruiter, who can provide more specific details about this role.

Job Description

This role is a banking professional who brings TD’s human, relationship-driven banking experience to life by partnering with clients to help them confidently achieve their financial goals. The role delivers personalized solutions that support overall financial well-being and is accountable for acquiring and deepening client relationships through consultative engagement, strong product knowledge, and disciplined execution while adhering to TD’s risk and regulatory standards.

Depth and Scope

• Drive acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals.
• Engage clients with curiosity, establish the purpose of each interaction, and conduct meaningful, goals-based discovery to uncover client needs and priorities.
• Apply foundational banking knowledge to interpret client needs and validate understanding. Clearly explain relevant options, including features, benefits, and potential risks, using simple and transparent language to help clients make informed decisions aligned with their financial goals.
• Deliver personalized solutions and next best actions by connecting clients to appropriate products, services, or partners.
• Execute with accuracy and discipline by establishing clear next steps and follow-up, and reinforcing the client relationship to support long-term financial progress.
• Serve as a trusted client advocate by providing ongoing guidance and educating clients about TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness.
• Build and strengthen client relationships through consistent, personalized interactions that reflect a client-first approach.
• Engage clients regarding mortgage products, accept mortgage inquiries, refer clients for mortgage solutions, and support other residential lending activities.
• Adhere to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank.

Education and Experience

• High school diploma or GED, or an equivalent combination of education and experience.
• At least one year 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 about 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 one, preferred.

Customer Accountabilities

• Deliver a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility.
• Serve as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required.
• Drive client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Apply sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment with policies.
• Consistently bring TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience.

Shareholder Accountabilities

• Maintain compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client.
• Act as a trusted first point of contact in safeguarding the integrity of the client relationship by complying with anti-money laundering laws and regulatory requirements, accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards.
• Identify potential discrepancies, material changes, or risk indicators and escalate them appropriately in accordance with policy and procedure.
• Act in accordance with TD’s code of conduct and ethical standards in every decision.
• Protect TD’s clients, colleagues, and the Bank by doing the right thing: own it, raise it, and know it.

Employee and Team Accountabilities

• Complete required training and continuously strengthen risk and compliance knowledge.
• Share insights, lessons learned, and best practices across the team.
• Contribute to a positive work environment by aligning with the TD Model, Brand, and Culture and participating fully as a team member.
• Take accountability for outcomes and performance by participating in performance and development activities and proactively sharing insights, lessons learned, and best practices across the team.
• Embrace different perspectives, backgrounds, and experiences.
• Model curiosity and seek out different perspectives to foster a growth mindset.
• Collaborate with team members and partners to contribute to the success of the team and organization.

Occupational Classification and Compliance Requirements

• 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.
• Satisfactory results on a criminal background check and credit report check, as well as statements or certifications from the applicant regarding administrative, civil, and/or criminal findings by any government agency or authority, are required by federal law for this position.

Physical Requirements

Frequency definitions: Never: 0%; Occasional: 1–33%; Frequent: 34–66%; Continuous: 67–100%.

• Domestic travel — Occasional
• International travel — Never
• Performing 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 or carrying under 25 pounds — Occasional
• Lifting or carrying over 25 pounds — 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 — Continuous
• Applying common sense to problems involving standardized situations — Continuous
• Reading, writing, and comprehending instructions — Continuous
• Adding, subtracting, multiplying, and dividing — Continuous

The statements above 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 or specified 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 and stores. Every day, TD strives to make every interaction, product, and experience remarkably human and refreshingly simple for more than 27 million households and businesses in Canada, the United States, and around the world.

More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience and believes that all colleagues, regardless of where they work, are client-facing. Together, we are reimagining what banking can be for our clients, colleagues, and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes base salary and variable compensation or incentive awards, such as eligibility for cash and/or equity incentive awards generally provided through participation in an incentive plan. It also includes health and well-being benefits, savings and retirement programs, paid time off, including Vacation PTO, Flex PTO, and Holiday PTO, banking benefits and discounts, career development, and reward and recognition.

Learn more about Total Rewards.

Additional Information

TD is committed to providing the support colleagues need to thrive both at work and at home through regular development conversations, training programs, and a competitive benefits plan.

Colleague Development

TD supports colleagues who are interested in a specific career path or building particular skills. Colleagues have regular career, development, and performance conversations with their managers, as well as access to an online learning platform and a variety of mentoring programs to help unlock future opportunities.

For individuals passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where they can grow their expertise and make a meaningful impact. TD fosters a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and colleagues can unlock their full potential to achieve their career goals.

Training and Onboarding

TD provides training and onboarding sessions to ensure new colleagues have the support and resources needed to succeed in their roles.

Interview Process

TD will contact candidates of interest to schedule an interview and will make every effort to communicate outcomes to all applicants by email or phone.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected under applicable federal, state, or local law.

Applicants with disabilities who need accommodations to complete the application process may email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Please include your full name, the best way to reach you, and the accommodation needed to assist with the application process.