Relationship Banker II: Consultative Banking & Mortgages

TD; Westfield (MA); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank in Westfield, MA seeks a banking professional to cultivate and sustain client relationships through personalized banking solutions. The role focuses on acquiring new clients and deepening existing relationships with needs-based guidance on financial products.

You will deliver mortgage-related guidance, manage referrals, and uphold risk and regulatory standards while providing a high-touch experience to diverse clients.

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.
• Demonstrated ability to conduct consultative client conversations, including uncovering needs and recommending appropriate products and services.
• Proficiency with Microsoft Office or similar workplace technologies.

Responsibilities

• Acquire new clients and deepen existing relationships for the bank location.
• Deliver consultative guidance and product recommendations to meet client financial objectives.
• Engage in walk-in, appointment, and outbound opportunities to build trust and credibility.
• Explain options, benefits, and risks of mortgage products to support informed decisions.
• Coordinate referrals and ensure seamless execution with TD’s broader network.

Skills

Consultative selling

Relationship building

Strong communication skills

Multitasking

Proficiency with Microsoft Office

Education

High School Diploma or GED

NMLS registration eligibility

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank in Westfield, MA seeks a banking professional to cultivate and sustain client relationships through personalized banking solutions. The role focuses on acquiring new clients and deepening existing relationships with needs-based guidance on financial products.

You will deliver mortgage-related guidance, manage referrals, and uphold risk and regulatory standards while providing a high-touch experience to diverse clients.