Relationship Banker II: Mortgage & Client Growth

TD Bank Group; Ewing Township (NJ); In loco; USD 32.000 - 42.000; Tempo pieno

Descrizione del lavoro

TD Bank in Ewing, New Jersey seeks a banking professional to cultivate and sustain client relationships through consultative engagement and needs-based guidance, delivering personalized banking solutions that support long-term financial goals.

The role focuses on acquiring new clients, deepening relationships, leveraging TD’s network, and ensuring compliance with risk and regulatory standards while delivering exceptional client experiences.

Competenze

• 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
• 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
• Demonstrated ability to apply sound judgment and problem-solving skills in client-facing and operational scenarios
• 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

Mansioni

• 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
• 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
• Delivers advanced, needs-based guidance and manages more complex client scenarios ensuring recommendations reflect a holistic understanding of client goals
• Serves as a client advocate, anticipating client's needs to build and maintain deeper client relationships through ongoing engagement
• 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

Descrizione del lavoro

TD Bank in Ewing, New Jersey seeks a banking professional to cultivate and sustain client relationships through consultative engagement and needs-based guidance, delivering personalized banking solutions that support long-term financial goals.

The role focuses on acquiring new clients, deepening relationships, leveraging TD’s network, and ensuring compliance with risk and regulatory standards while delivering exceptional client experiences.