Relationship Banker II - Mortgage & Wealth Guidance

TD Bank Group (TD); Ludlow (MA); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank in Ludlow, MA, is seeking a banking professional who cultivates and sustains client relationships through personalized banking solutions to support long‑term financial goals.

The role focuses on acquiring new clients and deepening existing relationships via consultative engagement, leveraging strong product knowledge and disciplined execution while upholding TD's risk and regulatory standards.

Qualifications

• 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 banking experience including teller, platform, or relationship banking roles preferred.
• Demonstrated ability to conduct consultative client conversations, uncovering needs and recommending appropriate products and services.
• Strong communication skills with the ability to convey information clearly and confidently to diverse client populations.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office or similar workplace technologies.
• Ability to obtain and maintain active NMLS registration as required.
• Notary license (or ability to obtain) preferred.

Responsibilities

• Acquire new clients and deepen existing relationships through consultative engagement.
• Provide needs-based guidance with a broad range of TD products and services.
• Ensure compliance with risk and regulatory standards and accurate documentation.

Skills

Strong communication skills

Client relationship building

Time management

Education

High School Diploma or GED

NMLS eligibility / willingness to obtain license

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank in Ludlow, MA, is seeking a banking professional who cultivates and sustains client relationships through personalized banking solutions to support long‑term financial goals.

The role focuses on acquiring new clients and deepening existing relationships via consultative engagement, leveraging strong product knowledge and disciplined execution while upholding TD's risk and regulatory standards.