Relationship Banker I: Client Growth & Financial Wellness

TD Bank Group; Lakeland (FL); On-site; USD 47,000 - 60,000; Full time

Job summary

TD Bank Group in Lakeland, FL is seeking a Relationship Banker I to help clients achieve their financial goals through personalized banking solutions. The role focuses on acquiring and deepening client relationships with consultative engagement and strong product knowledge.

Responsibilities include walk-in engagement, outreach, discovering client needs, explaining options clearly, and connecting clients to mortgage and lending products while maintaining risk and regulatory standards.

Qualifications

• Minimum high school education or equivalent.
• Experience in client-facing roles in service/sales is required.
• Ability to communicate clearly and manage multiple tasks.

Responsibilities

• Drive client acquisition through walk-ins, leads and outreach.
• Build relationships by understanding client needs and offering solutions.
• Explain product features, benefits and risks to help informed decisions.
• Deliver next steps and follow-up to support long-term progress.
• Educate clients on TD products and digital tools to enhance wellness.

Skills

Customer service

Relationship building

Sales skills

Communication

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Lakeland, FL is seeking a Relationship Banker I to help clients achieve their financial goals through personalized banking solutions. The role focuses on acquiring and deepening client relationships with consultative engagement and strong product knowledge.

Responsibilities include walk-in engagement, outreach, discovering client needs, explaining options clearly, and connecting clients to mortgage and lending products while maintaining risk and regulatory standards.