Client Relationship Banker II — Growth & Guidance

TD Bank Group (TD); Tewksbury (MA); On-site; USD 3,203,000 - 4,236,000; Full time

Job summary

TD Bank Group (TD) in Massachusetts seeks a Mortgage Loan Originator to cultivate client relationships and deliver tailored banking solutions. You will assess needs, present mortgage and related product options, and guide clients through the lending process while maintaining compliance with TD policies.

The role requires strong communication, consultative selling, and ability to manage multiple client opportunities in a fast-paced environment. Local licensing and regulatory requirements apply.

Qualifications

• Proven ability to build long-term client relationships in a sales/serve role.
• Ability to assess client financial needs and offer appropriate solutions.
• Strong communicator with clear, confident in-person and written communication.

Responsibilities

• Acquire new clients and deepen existing relationships through consultative engagement.
• Provide needs-based guidance on mortgage and banking products while ensuring regulatory compliance.
• Document client interactions accurately and coordinate with partners for referrals and approvals.
• Support mortgage inquiries and guide clients through the lending process.

Skills

Relationship building

Consultative selling

Communication

Multitasking

Regulatory compliance

Client engagement

Education

High School Diploma or GED

NMLS eligibility

Notary license preferred

Tools

MS Office

Job description

TD Bank Group (TD) in Massachusetts seeks a Mortgage Loan Originator to cultivate client relationships and deliver tailored banking solutions. You will assess needs, present mortgage and related product options, and guide clients through the lending process while maintaining compliance with TD policies.

The role requires strong communication, consultative selling, and ability to manage multiple client opportunities in a fast-paced environment. Local licensing and regulatory requirements apply.