Client Relationship Banker — Personal Banking & Mortgages

TD Bank Group; Simpsonville, Northern (SC, KY); Hybrid; USD 31,000 - 40,000; Full time

Job summary

TD Bank Group in Simpsonville, SC seeks a Banking Professional to acquire and deepen client relationships by delivering personalized solutions and financial guidance. You will engage clients through walk-ins, inquiries, and outbound outreach, while recommending mortgage and banking products that align with their goals.

Ideal candidates have 1+ years in customer service or sales in financial services, and strong communication skills.

Qualifications

• Experience engaging with clients in a service, sales or relationship-building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Ability to educate clients on products and services in a consultative manner.
• Strong communication and problem-solving skills in client interactions.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Explain options, features, benefits and potential risks clearly.
• Deliver mortgage-related solutions and advise on next steps for clients.
• Maintain accurate documentation and adhere to risk/compliance policies.

Skills

Client engagement

Relationship building

Sales

Communication

Money handling

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Simpsonville, SC seeks a Banking Professional to acquire and deepen client relationships by delivering personalized solutions and financial guidance. You will engage clients through walk-ins, inquiries, and outbound outreach, while recommending mortgage and banking products that align with their goals.

Ideal candidates have 1+ years in customer service or sales in financial services, and strong communication skills.