Relationship Banker: Client Solutions & Mortgage

TD; Augusta (ME); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in Augusta, Maine, is hiring a Banking Professional to help clients reach financial goals by offering personalized solutions and trusted guidance. You will engage walk-in clients, perform needs-based discovery, and connect them with appropriate TD products and services.

Responsibilities include building lasting client relationships, maintaining risk awareness, and ensuring accurate documentation in compliance, while guiding clients through mortgage and digital banking options.

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship building environment
• High School Diploma or GED or equivalent combination of education and experience
• Experience with educating clients on products and services in a consultative manner
• Ability to communicate clearly with clients and colleagues
• Basic proficiency with Microsoft Office or similar workplace technologies

Responsibilities

• Drive client acquisition at the bank location through walk-in opportunities and outreach
• Engage clients with discovery to uncover needs and priorities
• Explain TD products and services clearly to help informed decisions
• Deliver personalized solutions and next steps to progress client financial goals
• Educate clients on TD digital capabilities to simplify everyday banking

Skills

Client engagement

Relationship building

Consultative selling

Communication skills

Attention to detail

Education

High School Diploma or GED

1+ years of experience in client service/sales

NMLS registration (required for role)

Notary license (preferred)

Tools

Microsoft Office

Job description

TD Bank in Augusta, Maine, is hiring a Banking Professional to help clients reach financial goals by offering personalized solutions and trusted guidance. You will engage walk-in clients, perform needs-based discovery, and connect them with appropriate TD products and services.

Responsibilities include building lasting client relationships, maintaining risk awareness, and ensuring accurate documentation in compliance, while guiding clients through mortgage and digital banking options.