Relationship Banker II — Grow Client Relationships

TD Bank, N.A.; Burlington (VT); On-site; USD 68,770,000 - 95,991,000; Full time

Job summary

TD Bank in Burlington, Vermont seeks a banking professional to cultivate and deepen client relationships by delivering personalized banking solutions that support long-term financial goals. You will engage in proactive client conversations, identify opportunities, and drive effective referrals across TD's network.

You will provide needs-based guidance, maintain rigorous documentation, and uphold risk and regulatory standards while supporting a superior client experience in a multi-location

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 2+ years of experience engaging clients in a sales, service, or relationship building capacity, including identifying needs and delivering solutions
• Requires agility, teamwork and flexibility to adapt to different locations and environments
• Must be able to do same day travel to multiple work locations within a designated area
• Prior experience in a banking environment, including teller, platform, or relationship banking roles preferred
• Demonstrated ability to conduct consultative client conversations, including uncovering needs and recommending appropriate products and services
• Strong communication skills with the ability to convey information clearly, concisely, and confidently to diverse client populations
• Demonstrated ability to manage multiple priorities, independently organize work, and consistently meet deadlines in a fast-paced environment
• Proficiency with Microsoft Office or similar workplace technologies
• Ability to complete required job-related training upon hire
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• Cultivates and sustains long term client relationships through leads management and outbound efforts in a bank location; responsible for identifying opportunities that deepen client relationships that allow clients to meet their financial objectives
• Proactively engages in client conversations with curiosity, actively listening and accurately capturing information while leveraging TD systems and tools to identify appropriate client solutions and next best actions, ensuring consistent follow-through across all client commitments, including partner hand-offs
• Leads client engagement across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships
• Leads discovery to uncover needs through advanced questioning and active listening
• Applies strong banking knowledge to interpret client needs and validate understanding
• Provides clear, tailored guidance on a broader range of products and services, explaining options, benefits, and risks with confidence
• Delivers advanced, needs-based guidance and manages more complex client scenarios ensuring recommendations reflect a holistic understanding of client goals and position while driving partner collaboration
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions
• Champions the client experience by ensuring continuity, follow-through, and strong connection to TD’s broader network of expertise
• Adheres to all policies and regulatory requirements, ensuring accurate documentation and strong risk awareness

Job description

TD Bank in Burlington, Vermont seeks a banking professional to cultivate and deepen client relationships by delivering personalized banking solutions that support long-term financial goals. You will engage in proactive client conversations, identify opportunities, and drive effective referrals across TD's network.

You will provide needs-based guidance, maintain rigorous documentation, and uphold risk and regulatory standards while supporting a superior client experience in a multi-location