Relationship Banker II: Grow Clients with Mortgage

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

Job summary

TD is seeking a Banking Professional in Worcester, MA to cultivate and sustain client relationships by delivering personalized banking solutions that align with long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement, guided by product knowledge and disciplined execution.

Demonstrated ability to lead walks-in, appointments, and outbound conversations, presenting tailored options, managing complex scenarios, and coordinating

Qualifications

• Experience in consultative client conversations and needs-based solutions.
• Ability to work in a fast-paced banking environment and manage priorities.
• Proficiency with MS Office and basic technology tools.
• Strong communication to diverse client populations.
• Knowledge of mortgage and lending products preferred.

Responsibilities

• Acquire new clients and deepen existing relationships through consultative engagement.
• Deliver personalized banking solutions while adhering to risk and regulatory standards.
• Lead client conversations, identify needs, and present options with confidence.
• Coordinate referrals with partners to ensure seamless execution.
• Maintain accurate documentation and risk controls in all interactions.

Skills

Consultative selling

Relationship building

Communication skills

Multitasking

MS Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD is seeking a Banking Professional in Worcester, MA to cultivate and sustain client relationships by delivering personalized banking solutions that align with long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement, guided by product knowledge and disciplined execution.

Demonstrated ability to lead walks-in, appointments, and outbound conversations, presenting tailored options, managing complex scenarios, and coordinating