Relationship Banker II: Mortgage & Personal Banking Expert

TD Bank, N.A.; Florida; On-site; USD 32,000 - 43,000; Full time

Job summary

TD Bank, N.A. is seeking a Mortgage/Relationship Banker to cultivate and sustain client relationships by delivering personalized banking solutions and responsible mortgage guidance.

You will acquire new clients, deepen existing relationships, and coordinate with partners to ensure compliant, holistic financial planning. The role emphasizes consultative conversations, needs-based guidance, and strong risk awareness within a high-volume banking environment.

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship building capacity
• Prior banking experience including teller, platform, or relationships banking roles preferred
• Strong communication skills with the ability to convey information clearly and concisely

Responsibilities

• Deliver a welcoming, personalized client experience and engage in meaningful discovery
• Lead client acquisition, retention, and relationship growth for the bank location
• Provide guidance on mortgage products and referrals while adhering to risk and regulatory standards

Skills

Client relationships

Consultative selling

Communication skills

Time management

Education

High School Diploma or GED

NMLS registration eligibility

Notary License (preferred)

Tools

Microsoft Office

Job description

TD Bank, N.A. is seeking a Mortgage/Relationship Banker to cultivate and sustain client relationships by delivering personalized banking solutions and responsible mortgage guidance.

You will acquire new clients, deepen existing relationships, and coordinate with partners to ensure compliant, holistic financial planning. The role emphasizes consultative conversations, needs-based guidance, and strong risk awareness within a high-volume banking environment.