Relationship Banker I: Guide Clients to Financial Goals

TD; Hendersonville (NC); On-site; USD 31,000 - 40,000; Full time

Job summary

TD is seeking a banking professional in Hendersonville, NC to acquire and deepen client relationships through consultative engagement, guided by strong product knowledge and disciplined execution. You will help clients achieve financial goals with personalized solutions while adhering to TD's risk and regulatory standards.

The role involves walk-in client interactions, lead management, and outbound outreach, with a focus on mortgage inquiries, and will require compliant, accurate documentation

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• Experience educating clients on products and services in a consultative manner.
• Ability to obtain and maintain active NMLS registration as required for the role.

Responsibilities

• Drive client acquisition and deepen relationships through consultative engagement at the branch.
• Engage clients with purpose, uncover needs, and explain options clearly.
• Provide personalized solutions and next steps aligned to clients' financial goals.
• Educate clients on TD products, services, and digital capabilities to simplify banking.

Skills

Client engagement

Consultative selling

Communication

Microsoft Office

Education

High School Diploma or GED

NMLS registration (or ability to obtain)

Notary License (or ability to obtain) preferred

Tools

Microsoft Office

Job description

TD is seeking a banking professional in Hendersonville, NC to acquire and deepen client relationships through consultative engagement, guided by strong product knowledge and disciplined execution. You will help clients achieve financial goals with personalized solutions while adhering to TD's risk and regulatory standards.

The role involves walk-in client interactions, lead management, and outbound outreach, with a focus on mortgage inquiries, and will require compliant, accurate documentation