Client Relationship Banker – Personal Banking

TD; Lakeland (FL); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank in Lakeland, FL seeks a banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well-being. You will engage clients with curiosity, explain TD products, and connect them to appropriate services while ensuring regulatory compliance.

The role emphasizes relationship-based selling, accurate documentation, and ongoing guidance on TD digital capabilities to simplify everyday banking and improve financial wellness.

Qualifications

• High School Diploma or GED is required.
• 1+ years in a service, sales, or relationship-building role.
• Teller or cash-handling experience preferred.
• Experience educating clients on products and services in a consultative manner.
• Strong ability to communicate clearly with clients and colleagues.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Basic proficiency with Microsoft Office or similar tools.
• Ability to obtain and maintain NMLS registration as required.
• Notary License preferred.

Responsibilities

• Delivers a welcoming, personalized client experience through discovery and relationship-building.
• Serves as the primary point of contact for client concerns and resolves issues end-to-end.
• Drives client acquisition, retention, and relationship growth for the bank location.
• Balances client needs with risk and regulatory requirements and captures accurate information.

Skills

Client relationships

Customer service

Communication

Sales mindset

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Lakeland, FL seeks a banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well-being. You will engage clients with curiosity, explain TD products, and connect them to appropriate services while ensuring regulatory compliance.

The role emphasizes relationship-based selling, accurate documentation, and ongoing guidance on TD digital capabilities to simplify everyday banking and improve financial wellness.