Relationship Banker II: Personal Banking & Mortgage

TD

Fanwood (NJ)

On-site

USD 34,000 - 47,000

Full time

11 days ago

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Job summary

TD Bank in Fanwood, New Jersey seeks a Banking Professional to grow client relationships by delivering personalized banking and mortgage solutions. You will acquire new clients and deepen relationships through consultative conversations, leveraging deep product knowledge while upholding risk and regulatory standards.

This role focuses on end-to-end client engagement across walk-ins and outbound outreach, coordinating with partners to provide tailored financial guidance and ensure service

Qualifications

  • 2+ years of experience engaging clients in a sales, service, or relationship building capacity, including identifying needs and delivering solutions.
  • Prior experience in a banking environment, including teller, platform, or relationship banking roles preferred.
  • Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.

Responsibilities

  • Cultivates and sustains long term client relationships through leads management and outreach in a bank location.
  • Identifies opportunities to deepen client relationships and meet financial objectives while adhering to risk policies.
  • Delivers needs-based guidance and recommends a range of products and services to support client goals.
  • Ensures accurate documentation and compliance with regulatory requirements in every client interaction.

Skills

Client relationships
Sales experience
Consultative selling
Communication skills
MS Office

Education

High School Diploma

Tools

MS Office

Job description

TD Bank in Fanwood, New Jersey seeks a Banking Professional to grow client relationships by delivering personalized banking and mortgage solutions. You will acquire new clients and deepen relationships through consultative conversations, leveraging deep product knowledge while upholding risk and regulatory standards.

This role focuses on end-to-end client engagement across walk-ins and outbound outreach, coordinating with partners to provide tailored financial guidance and ensure service

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