Relationship Banker I: Personal Banking & Mortgages

TD

Summerville (SC)

On-site

USD 31,000 - 40,000

Full time

13 days ago

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Job summary

TD Bank is seeking a client-focused banking professional in Summerville, SC. You will acquire and deepen client relationships through consultative engagement, product knowledge, and disciplined execution that aligns with risk and regulatory standards.

You will guide clients to suitable financial solutions, educate them on TD products and digital tools, and maintain strong, ongoing relationships to support their financial well-being.

Qualifications

  • 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
  • High School Diploma or GED required or equivalent experience.
  • Experience educating clients on products and services in a consultative manner.

Responsibilities

  • Drives client acquisition and retention at the bank location through walk-ins, leads, and outreach.
  • Engages clients with discovery to uncover needs and priorities.
  • Explains banking options clearly, including features, benefits, and risks.
  • Delivers personalized solutions and next steps, connecting clients to products or partners.
  • Maintains accurate documentation and supports long-term financial progress.

Skills

Client engagement
Relationship building
Effective communication
Sales awareness

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank is seeking a client-focused banking professional in Summerville, SC. You will acquire and deepen client relationships through consultative engagement, product knowledge, and disciplined execution that aligns with risk and regulatory standards.

You will guide clients to suitable financial solutions, educate them on TD products and digital tools, and maintain strong, ongoing relationships to support their financial well-being.

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