Relationship Banker II — Mortgage & Financial Guidance

TD; South Carolina; Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

TD Bank is seeking a banking professional at Pickens, SC to cultivate and sustain client relationships by delivering tailored banking solutions that meet long-term financial goals.

You will acquire new clients, deepen existing relationships, and provide consultative guidance while complying with risk and regulatory standards. The role emphasizes mortgage inquiries and cross-selling within the TD network.

Qualifikationen

• High School Diploma or GED or equivalent.
• 2+ years in sales, service, or relationship-building.
• Banking experience including teller or relationship roles preferred.
• Excellent communication and ability to convey information clearly.

Aufgaben

• Deliver welcoming, personalized client experience through discovery.
• Lead client acquisition, retention, and relationship growth.
• Balance client needs with risk and compliance.
• Collaborate across TD network to provide solutions.
• Act as a trusted client advocate with proactive outreach.

Kenntnisse

Client relationship management

Needs-based guidance

Sales / cross-selling

Communication skills

Ausbildung

High School Diploma or GED

Tools

Microsoft Office

CRM software

Jobbeschreibung

TD Bank is seeking a banking professional at Pickens, SC to cultivate and sustain client relationships by delivering tailored banking solutions that meet long-term financial goals.

You will acquire new clients, deepen existing relationships, and provide consultative guidance while complying with risk and regulatory standards. The role emphasizes mortgage inquiries and cross-selling within the TD network.