Relationship Banker II – Mortgage & Client Growth

TD

Charlotte (NC)

On-site

USD 33,000 - 47,000

Full time

12 days ago

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Job summary

TD Bank in Charlotte, North Carolina is hiring a relationship-focused banking professional. This role cultivates and sustains client relationships by delivering personalized banking solutions and meeting long-term financial goals.

You will engage with clients across multiple locations, acquire new business, and deepen existing relationships through consultative guidance, supported by in-depth product knowledge and compliant execution.

Qualifications

  • 2+ years of experience engaging clients in a sales, service, or relationship-building capacity.
  • 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, uncovering needs and recommending appropriate products and services.

Responsibilities

  • Deliver welcoming, personalized client experience and engage in discovery to build trust.
  • Lead client acquisition, retention, and relationship growth for the bank location.
  • Balance client needs with risk and compliance while capturing accurate information.
  • Provide TD’s brand and client strategy through each interaction and drive referrals.

Skills

Communication skills
Client relationships
Sales experience
Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Charlotte, North Carolina is hiring a relationship-focused banking professional. This role cultivates and sustains client relationships by delivering personalized banking solutions and meeting long-term financial goals.

You will engage with clients across multiple locations, acquire new business, and deepen existing relationships through consultative guidance, supported by in-depth product knowledge and compliant execution.

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