Relationship Banker II - Mortgage & Personal Banking

TD Bank Group; Ludlow (MA); On-site; USD 32,000 - 43,000; Full time

Job summary

TD Bank Group in Ludlow, MA is seeking a Relationship Banker II to cultivate and sustain client relationships by delivering personalized banking solutions aligned with long-term financial goals. The role emphasizes acquiring new clients and deepening existing relationships through consultative engagement and practical guidance on a wide range of products, including mortgages and residential lending.

As a full-time on-site position, you will uphold TD's risk and regulatory standards while

Qualifications

• High School Diploma or GED required.
• 2+ years of experience inSales, service, or relationship-building, including identifying needs and delivering solutions.
• Banking experience (teller/platform/relationship banking) preferred.
• Ability to conduct consultative client conversations and uncover needs.
• Strong communication skills for diverse client populations.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office or similar tools.
• Ability to obtain/maintain NMLS registration; Notary license preferred.

Responsibilities

• Cultivate and sustain long-term client relationships through walk-in, appointment, and outbound engagement.
• Identify opportunities to deepen client relationships and meet financial objectives.
• Engage clients with curiosity, listen actively, and capture information for tailored solutions.
• Provide clear, tailored guidance on a broad range of products and services; explain options, benefits, and risks.
• Lead complex client scenarios with referrals and cross-team collaboration to ensure execution.

Skills

Client relationships

Needs-based guidance

Communication

Sales experience

Regulatory compliance

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Ludlow, MA is seeking a Relationship Banker II to cultivate and sustain client relationships by delivering personalized banking solutions aligned with long-term financial goals. The role emphasizes acquiring new clients and deepening existing relationships through consultative engagement and practical guidance on a wide range of products, including mortgages and residential lending.

As a full-time on-site position, you will uphold TD's risk and regulatory standards while