Relationship Banker II: Grow Clients & Mortgage Solutions

TD Bank Group (TD); Springfield (MA); On-site; USD 32,000 - 43,000; Full time

Job summary

TD Bank in Springfield, MA is hiring a banking professional focused on cultivating client relationships and delivering personalized banking solutions to meet long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement, needs-based guidance, and disciplined execution while upholding risk and regulatory standards.

The role requires strong communication, the ability to manage multiple priorities, and proficiency with Microsoft Office and

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship-building capacity.
• Prior banking experience (teller, platform, or relationship banking) preferred.
• Demonstrated ability to conduct consultative client conversations, uncover needs, and recommend products/services.
• Strong communication skills, able to convey information clearly to diverse client populations.
• Ability to balance multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Cultivates and sustains long-term client relationships through leads management and outbound efforts.
• Engages in client conversations with curiosity, actively listening to identify solutions and next steps using TD tools.
• Leads client engagement across walk-in, appointment, and outbound opportunities, developing discovery and next-best actions.
• Provides tailored guidance on a broad range of products and services, explaining options, benefits, and risks.
• Delivers needs-based guidance for more complex client scenarios, reflecting holistic client goals and financial position.
• Acts as a client advocate with ongoing engagement and proactive outreach.
• Engages clients on mortgage products and referrals to mortgage solutions when appropriate.

Skills

Consultative selling

Needs-based guidance

Relationship building

Outbound calling

Active listening

Walk-in / appointment engagement

Education

High School Diploma or GED

NMLS registration

Notary license preferred

Tools

TD systems and tools

Microsoft Office

Job description

TD Bank in Springfield, MA is hiring a banking professional focused on cultivating client relationships and delivering personalized banking solutions to meet long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement, needs-based guidance, and disciplined execution while upholding risk and regulatory standards.

The role requires strong communication, the ability to manage multiple priorities, and proficiency with Microsoft Office and