Relationship Banker II - Client Solutions Specialist

TD; Bear (DE); On-site; USD 32,000 - 42,000; Full time

Job summary

TD seeks a banking professional in Bear, Delaware to cultivate and sustain client relationships by delivering personalized banking solutions aligned with long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement, guided by strong product knowledge and risk discipline.

Responsibilities include proactive client conversations, needs-based discovery, and cross-team collaboration to ensure excellent service and compliant operations.

Qualifications

• High School Diploma or GED or equivalent.
• 2+ years of experience engaging clients in sales/service/relationship building.
• Prior banking experience (teller/platform/relationship banking) preferred.
• Demonstrated ability to conduct consultative client conversations and uncover needs.

Responsibilities

• Cultivate and sustain long-term client relationships through leads management and outbound efforts.
• Engage in client conversations, uncover needs, and propose suitable solutions.
• Lead client engagement across walk-in, appointment, and outbound opportunities with discovery.
• Provide tailored guidance on products/services to meet client goals and financial positions.
• Manage complex client scenarios with referrals to partners and cross-functional teams.
• Advocate for clients with ongoing engagement and proactive outreach.
• Handle mortgage inquiries and referrals to mortgage solutions.
• Ensure compliance, accurate documentation, and risk awareness in all activities.

Skills

Client relationship management

Consultative selling

Communication

Regulatory compliance

MS Office proficiency

Education

High School Diploma or GED

Tools

MS Office

Job description

TD seeks a banking professional in Bear, Delaware to cultivate and sustain client relationships by delivering personalized banking solutions aligned with long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement, guided by strong product knowledge and risk discipline.

Responsibilities include proactive client conversations, needs-based discovery, and cross-team collaboration to ensure excellent service and compliant operations.