Relationship Banker II: Growth & Mortgage Solutions

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

Job summary

TD Bank in Marlborough, MA is hiring a Mortgage Loan Originator to cultivate client relationships and deliver personalized banking solutions that help clients meet long-term financial goals.

You will engage with clients through advisory conversations, assess needs, and guide them to mortgage and related product options while complying with all regulatory standards. Strong communication and relationship-building skills are essential for success in this role.

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship building capacity.
• Prior experience in a banking environment, including teller, platform, or relationship banking roles preferred.
• Strong communication skills with the ability to convey information clearly, concisely, and confidently to diverse client populations.
• 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
• Consistently leads client engagement across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships. Leads purposeful, goals-based discovery with confidence, uncovering both expressed and unexpressed client needs through advanced questioning and active listening
• Applies strong banking and financial 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 to support informed client decisions
• Delivers advanced, needs-based guidance and manages more complex client scenarios ensuring recommendations reflect a holistic understanding of client goals and financial position while driving partner collaboration and ensuring effective execution of referrals
• Serves as a client advocate, anticipating client’s needs to build and maintain deeper client relationships through ongoing engagement, personalized guidance, and proactive outreach
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities
• Champions the client experience by ensuring continuity, follow-through, and strong connection to TD’s broader network of expertise
• Adheres & reinforces all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank
• TD is committed to providing fair and equitable compensation opportunities to all colleagues.

Skills

Client engagement

Relationship building

Sales

Financial product knowledge

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Marlborough, MA is hiring a Mortgage Loan Originator to cultivate client relationships and deliver personalized banking solutions that help clients meet long-term financial goals.

You will engage with clients through advisory conversations, assess needs, and guide them to mortgage and related product options while complying with all regulatory standards. Strong communication and relationship-building skills are essential for success in this role.