Relationship Banker I — Grow Clients’ Financial Wellness

TD Bank Group; Mount Pleasant (SC); Hybrid; USD 31,000 - 40,000; Full time

Job summary

TD Bank Group in Mount Pleasant, SC, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution. You will guide clients with personalized solutions and connect them to appropriate TD products and services, including mortgage inquiries and residential lending support.

The role emphasizes risk awareness, clear communication, and adherence to TD's regulatory standards as you help clients achieve their financial goals in a

Qualifications

• High School Diploma or GED required or equivalent.
• 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.
• Ability to communicate clearly with clients and colleagues.
• Ability to manage multiple tasks, prioritize and meet deadlines in a fast-paced environment.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Must be able to obtain and maintain active NMLS registration as required.
• Notary license is preferred.

Responsibilities

• Acquire and deepen client relationships through consultative engagement and disciplined execution.
• Engage clients via walk-in opportunities, lead management and outbound outreach.
• Explain options clearly and help clients make informed decisions aligned to their financial goals.
• Deliver personalized solutions and next steps, connecting clients to appropriate products and services.
• Maintain accurate documentation and comply with risk and regulatory standards.

Skills

Client engagement

Relationship building

Communication

Multitasking

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Mount Pleasant, SC, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution. You will guide clients with personalized solutions and connect them to appropriate TD products and services, including mortgage inquiries and residential lending support.

The role emphasizes risk awareness, clear communication, and adherence to TD's regulatory standards as you help clients achieve their financial goals in a