Relationship Banker II - Financial Solutions Specialist

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

Job summary

TD Bank Group in Middletown, Delaware is seeking a banking professional to cultivate and sustain client relationships while delivering personalized banking solutions. You will acquire new clients and deepen existing relationships through consultative engagement and disciplined execution, aligning with TD's risk and regulatory standards.

The role emphasizes needs-based guidance, mortgage inquiries, and proactive outreach to ensure a seamless client experience within a full-time, on-site setting.

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship-building capacity.
• Strong communication skills for diverse client populations.
• Ability to manage multiple priorities in a fast-paced environment.
• Banking experience and knowledge of mortgage products are a plus.
• NMLS registration required or ability to obtain.

Responsibilities

• Cultivate and sustain long-term client relationships from a bank location through needs-based guidance.
• Engage in client conversations, capture information, and propose appropriate solutions.
• Lead walk-in, appointment, and outbound client engagements to uncover needs.
• Explain product options, benefits, and risks to support informed decisions.
• Coordinate with partners to refer clients for mortgage and other housing solutions.

Skills

Relationship building

Consultative selling

Communication

Time management

Client discovery

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Middletown, Delaware is seeking a banking professional to cultivate and sustain client relationships while delivering personalized banking solutions. You will acquire new clients and deepen existing relationships through consultative engagement and disciplined execution, aligning with TD's risk and regulatory standards.

The role emphasizes needs-based guidance, mortgage inquiries, and proactive outreach to ensure a seamless client experience within a full-time, on-site setting.