Personal Banking Relationship Advisor

TD Bank; Sun City Center (FL); On-site; USD 31,000 - 40,000; Part time

Job summary

TD Bank in Sun City Center, FL is seeking a part-time banking professional focused on acquiring and deepening client relationships. You will engage customers, explain products, and guide them toward personalized solutions with clarity and compliance.

Responsibilities include handling mortgage inquiries, maintaining accurate records, and upholding TD's risk standards while delivering a trusted, client-first experience.

Qualifications

• High School Diploma or GED; prior financial services exposure is a plus.
• Ability to obtain NMLS and notary license preferred.
• Clear communication and client education on banking products.

Responsibilities

• Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts discovery to uncover client needs.
• Applies foundational banking knowledge to interpret client needs and validate understanding.
• 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.
• Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products and digital capabilities.
• Builds and strengthens client relationships through consistent, personalized interactions.
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions.
• Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation and risk awareness.

Skills

Customer service

Relationship building

Communication

Sales

Banking knowledge

Education

High School Diploma or GED

NMLS registration (or ability to obtain)

Notary License (or ability to obtain)

Microsoft Office

Tools

Microsoft Office

Job description

TD Bank in Sun City Center, FL is seeking a part-time banking professional focused on acquiring and deepening client relationships. You will engage customers, explain products, and guide them toward personalized solutions with clarity and compliance.

Responsibilities include handling mortgage inquiries, maintaining accurate records, and upholding TD's risk standards while delivering a trusted, client-first experience.