Relationship Banker II | Grow Client Relationships

TD; Bridgewater (MA); On-site; USD 52,000 - 71,000; Full time

Job summary

TD Bank is seeking a Banking Relationship Specialist in Bridgewater, NJ to cultivate and sustain client relationships through consultative guidance and tailored banking solutions. You’ll focus on acquiring new clients and deepening existing relationships by actively engaging in discovery and delivering personalized service.

Responsibilities include offering a broad range of TD products, delivering mortgage-related inquiries, and ensuring compliance with risk and regulatory standards.

Qualifications

• High School Diploma or GED or equivalent experience.
• 2+ years of sales, service, or relationship-building experience.
• Banking experience with teller, platform, or relationship banking preferred.
• Ability to conduct consultative client conversations to uncover needs and recommend products.
• Strong communication skills for diverse client populations.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Office or similar tools.
• Ability to obtain/maintain active NMLS registration.
• Notary license preferred.

Responsibilities

• Cultivate and sustain long-term client relationships through leads management and outreach.
• Engage in client conversations to identify needs and propose appropriate solutions.
• Lead client engagement across walk-ins, appointments, and outbound opportunities.
• Provide tailored guidance on banking products and services to support client goals.
• Enforce risk and regulatory standards with accurate documentation and compliance.

Skills

Client communication

Sales experience

Relationship banking

MS Office

Time management

Education

High School Diploma

Tools

NMLS Knowledge

CRM software

Job description

TD Bank is seeking a Banking Relationship Specialist in Bridgewater, NJ to cultivate and sustain client relationships through consultative guidance and tailored banking solutions. You’ll focus on acquiring new clients and deepening existing relationships by actively engaging in discovery and delivering personalized service.

Responsibilities include offering a broad range of TD products, delivering mortgage-related inquiries, and ensuring compliance with risk and regulatory standards.