Relationship Banker II: Build Lasting Client Wealth

TD Bank Group (TD); Westfield (MA); On-site; USD 48,000 - 64,000; Full time

Job summary

TD Bank Group in Westfield, MA is seeking a banking professional to cultivate and sustain client relationships by delivering personalized solutions. You will acquire new clients and deepen existing relationships through consultative engagement and knowledge of TD products, while upholding risk and regulatory standards.

Responsibilities include guiding clients through a range of banking services, engaging in mortgage-related conversations, and collaborating with partners to ensure quality

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience)
• 2+ years of experience engaging clients in a sales, service, or relationship building capacity, including identifying needs and delivering solutions
• Prior experience in a banking environment, including teller, platform, or relationship banking roles preferred
• Demonstrated ability to conduct consultative client conversations, including uncovering needs and recommending appropriate products and services
• Strong communication skills with the ability to convey information clearly, concisely, and confidently to diverse client populations
• Demonstrated ability to manage multiple priorities, independently organize work, and consistently meet deadlines in a fast-paced environment
• Demonstrated ability to apply sound judgment and problem-solving skills in client-facing and operational scenarios
• Proficiency with Microsoft Office or similar workplace technologies
• Ability to complete required job-related training upon hire
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility
• Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required
• Leads client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies
• Consistently brings TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience

Skills

Consultative selling

Active listening

Strong communication

Relationship building

Education

High School Diploma or GED

2+ years client-facing experience

Banking environment experience preferred

NMLS registration required

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank Group in Westfield, MA is seeking a banking professional to cultivate and sustain client relationships by delivering personalized solutions. You will acquire new clients and deepen existing relationships through consultative engagement and knowledge of TD products, while upholding risk and regulatory standards.

Responsibilities include guiding clients through a range of banking services, engaging in mortgage-related conversations, and collaborating with partners to ensure quality