Relationship Banker II: Client Banking & Mortgage Solutions

TD Bank Group; Princeton (NJ); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank in Princeton, New Jersey is seeking a Mortgage/Loan Originator to cultivate and sustain client relationships while delivering personalized banking solutions that help clients reach their long-term financial objectives.

This role involves proactive client conversations, needs-based discovery, and guiding clients through mortgage and banking options with strong risk and regulatory awareness. Banking experience and NMLS eligibility are preferred.

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship building capacity.
• Prior banking experience in teller, platform, or relationship banking roles is preferred.
• Ability to obtain and maintain active NMLS registration as required for the role.
• Notary license preferred.

Responsibilities

• Cultivates and sustains long-term client relationships through leads management and outbound efforts in a bank location.
• Proactively engages in client conversations to identify needs and next best actions.
• Leads client engagement across walk-in, appointment, and outbound opportunities.
• Provides clear guidance on a broader range of products and services to support informed client decisions.

Skills

Client engagement

Needs-based guidance

Communication

CRM systems

Education

High School Diploma or GED

NMLS registration

Notary license (preferred)

Tools

TD systems and tools

Microsoft Office

Job description

TD Bank in Princeton, New Jersey is seeking a Mortgage/Loan Originator to cultivate and sustain client relationships while delivering personalized banking solutions that help clients reach their long-term financial objectives.

This role involves proactive client conversations, needs-based discovery, and guiding clients through mortgage and banking options with strong risk and regulatory awareness. Banking experience and NMLS eligibility are preferred.