Relationship Banker: Grow Client Relationships & Lending

TD; Irmo (SC); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank is seeking a Banking professional in Irmo, SC to acquire and deepen client relationships by offering personalized financial solutions while complying with risk and regulatory standards.

The role focuses on engaging clients, discussing mortgage inquiries and residential lending options, and guiding customers to appropriate TD products and digital tools to support financial wellness.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services in a consultative manner.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Ability to obtain and maintain active NMLS registration as required for the role.

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities.
• Applies sound banking knowledge to interpret client needs and communicate options, including features, benefits, and risks.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products and partners.
• Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship.
• Educates clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness.
• Builds and strengthens client relationships through consistent, personalized interactions reflecting a client-first approach.
• Engages clients on mortgage products, mortgage inquiries, and residential lending options.
• Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation and risk awareness.

Skills

Customer service

Sales

Relationship building

Education

High School Diploma or GED

NMLS registration

Notary License

Tools

Microsoft Office

Job description

TD Bank is seeking a Banking professional in Irmo, SC to acquire and deepen client relationships by offering personalized financial solutions while complying with risk and regulatory standards.

The role focuses on engaging clients, discussing mortgage inquiries and residential lending options, and guiding customers to appropriate TD products and digital tools to support financial wellness.