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TD Bank Bank At Work Relationship Manager in Hamden, Connecticut


Job Title:

Bank At Work Relationship Manager

TD Description:

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit Find TD Bank on Facebook at and on Twitter at .

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit .

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Department Overview:

The Bank at Work Relationship Managers responsibilities include driving business results through building partnerships with internal and external partners to expand the TD presence in market through expansion and utilization of the Bank at Work program. This job includes training and development of Region Bank at Work champions, business development calls with internal partners and expansion of business in the market leveraging external referral sources. The Bank at Work Relationship Manager recommends and administers Bank at Work with a strong knowledge of localized business needs and competitor offerings. In addition to leveraging existing measurement mechanisms, produces ad hoc reports on results and analyzes to deliver recommend best practices.

Job Description Summary

The Store Manager I develops, leads and contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, coaches and motivates the Store team to deliver a legendary Employee and Customer Experience while achieving shareholder value through solutions and referrals. Responsible for the Store growth by focusing on deepening customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice to customers.


United States

Job Requirements:

Education & Experience:

Undergraduate degree or equivalent experience

3+ years relevant experience required (retail, customer service, and/or financial services industries)

Business development skills, including ability to conceptualize and implement strategies

1+ years leadership and coaching experience required

Small Business and Consumer lending experience preferred

Knowledge of Bank product lines and services as well as an understanding of Store operations and security

Proven ability to manage competing priorities, strategically aligning efforts and activities to meet Store goals and objectives

Strong financial analysis skills

Strong presentation, analytical, interpersonal and collaborative skills with all levels of internal and external customers

Excellent verbal and written communication skills

Demonstrated ability to lead and motivate team members

Proficient with Microsoft Office suite

Notary License (preferred)

Customer Accountabilities:

Manages the service and advice team promoting a positive customer and colleague experience

Leads, coaches and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both colleagues and customers

Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and problem resolution where necessary

Actively promotes the Bank's presence/brand within the community through participation and leadership in community business groups, initiatives, fundraisers, etc.

Builds relationships by promoting a client/customer centered organization and proactively addresses customer needs

Contributes to the execution and achievement of the team and the store's service customer experience targets by coaching/modeling appropriate attributes and behaviors; leads the store in the execution of advice plan/objectives

Provides oversight of store premises and ensures the customer and colleague areas are professional and inviting in appearance

Ensures overall colleague scheduling is optimal to meet customer demands

Provides ownership/oversight of complex daily operational/administrative duties

Shareholder Accountabilities:

Creates store-specific strategies to grow the business

Uses reporting to identify opportunities to acquire and deepen customer relationships to drive deposits, investment and loan growth

Partners with Specialists to grow and advise new and existing customers

Works with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio

Manages the Store budget to meet expense and revenue objectives and revenue and manages expenses

Drives One TD - Builds and sustains awareness and engagement to increase partnership across Retail and all Lines of Business with a focus on Digital to meet and exceed goals

Proactively reaches out to prospects to develop and deepen relationships through needs-based conversations

Identifies and develops relationships with Personal, Small Business and Center and Influence (COIs) to generate demand for TD products and services

Achieves business objective for Operational Excellence

Ensures necessary due diligence to support the accuracy of all customer transactions/activities

Follows and ensures colleagues understand and apply bank operating policies and procedures

Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high risk transactions/activities as necessary

Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts

Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite

Ensures colleagues are knowledgeable; and assumes responsibility to minimize operational and regula


40 hours

Job Description:

Depth & Scope:

Meets or exceeds financial targets set, to include new checking relationships and referrals to other lines of business

Delivers financial education to deepen understanding of financial connection to lifestyle needs for employees of company and build presence in the market

Through employer contact assesses needs of employees to ensure financial education matches need and establish a twelve month plan to enable the bank to have a presence on site

Establishes and solidifies customer relationships by providing legendary Customer Service based on Guiding Principles

Develops deep relationships to identify ways to benefit both business and employee financial needs in order to gain additional consumer and business relationships

Works in partnership with RSSG to assess and evaluate functionality and effectiveness of pilot program, Includes recommendations on marketing collateral

Develops strong partnerships with all business partners (RVPs, RMMs, Sales Manager, etc) to create an understanding of the role & raise awareness of brand and program in market by attending monthly meetings and joint business development calling

Effectively sources & communicates event opportunities to appropriate Store staff members

Identified as B@W specialist in market; Assesses need and provides training, development and support of store champions skills

Effectively impacts and influences leaders in other lines of business to implement recommendations for changes rooted in increasing new account activity

Meets or exceeds financial targets set to include new checking relationships and referrals to other lines of business

Contributes to sales revenue and profitability of stores in market through direct selling of TD products and setting up of events

Improves Store utilization existing best practices

Works in market with various companies and associations to deepen brand awareness with non customers and expand into bank relationships

Sets both short-term and long-range program priorities for market, obtaining agreement from market and RSSG leadership and partnering with RMMS & Sales Manager to cascade communication to the Stores

Depth & Scope:

Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required

Manages a small sized store and team (based on U.S. TD Bank store levelling criteria)

Oversees and leads a small and/or complex Store while growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results

Accountable for achieving both Store and individual performance metrics

Requires knowledge of the business, banking and bank operations

Requires process management knowledge and knowledge of the risk profile for team processes supported, strong knowledge in identifying, tracking and resolving gaps

Requires business, banking and bank operational process management knowledge and expert knowledge of the risk profile for team processes supported, strong knowledge in identifying, tracking and resolving gaps

Provides coaching, mentorship and guidance to teammates

Oversees management of team requiring workforce to decision on acceptable level of risk-Low to High risk potential (loss/reputational)

Acts as the highest point of escalation/contact within the store for issues raised from customers, other internal groups and/or partners

Originates loan applications, handles Conditions of Lending and conducts loan closings

Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Connecticut, Massachusetts, New York


Albany, Hamden, Springfield, Worcester

Work Location:

1227 Main Street (Worcester), 125 State Street, 1256 Central Avenue, 1441 Main Street

Business Line:


Job Category - Primary:

Retail Banking - Customer Service

Job Category(s):

Retail Banking - Customer Service

State (Primary):

New York

State #2:


State #3:


City (Primary):


City #2:


City #3:

Springfield, Worcester

Job Family:

Merchant Solutions

Time Type:

Full Time

Employment Type:


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