Relationship Banker I - Bilingual English & Spanish Speaking Preferred - Methuen, MA (Pleasant

Position: Relationship Banker I - Bilingual English & Spanish Speaking Preferred - Methuen, MA (Pleasant [...]
Work Location:

Methuen, Massachusetts, United States of America

Hours:

40

Pay Details:$22.50 - $29.50 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  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 plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being. This role is accountable for acquiring and deepening client relationships through consultative engagement, strong product knowledge, and disciplined execution that drive meaningful client outcomes while adhering to TD's risk and regulatory standards.

Depth & Scope:

Drives 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

Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities

Applies foundational banking knowledge to interpret client needs and validate understanding. Clearly explains relevant options, including features, benefits, and potential risks, using simple and transparent language to help clients make informed decisions aligned to their financial goals

Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners

Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress

Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness

Builds and strengthens client relationships through consistent, personalized interactions that reflect a client-first approach

Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities

Adheres to 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)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

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

Drives 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 of client information and alignment to policies

Consistently brings TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience

Shareholder Accountabilities:

Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client

Acts as a trusted first point of contact in…