Relationship Banker II: Personal Banking & Mortgage

TD Bank Group; Roselle (NJ); On-site; USD 34,000 - 47,000; Full time

Job summary

TD Bank Group in Roselle, New Jersey, is seeking a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions that support long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement and needs-based guidance, while upholding risk and regulatory standards.

The role emphasizes proactive client conversations, advanced questioning, and collaboration with TD's network of experts to

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, including identifying needs and delivering solutions.
• Prior banking experience (teller, platform, or relationship banking) preferred.
• Demonstrated ability to conduct consultative client conversations, uncover needs, and recommend appropriate products and services.

Responsibilities

• Cultivates and sustains long-term client relationships through outbound efforts and in-bank interactions.
• Engages clients with active listening and needs-based guidance, documenting information and guiding next actions.
• Leads client conversations across walk-in, appointment, and outbound opportunities, uncovering needs and offering suitable solutions.
• Interprets client needs with banking knowledge and provides tailored guidance on products and services.

Education

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 experience in a banking environment (teller, platform, or relationship banking) preferred

Demonstrated ability to conduct consultative client conversations and uncover needs

Job description

TD Bank Group in Roselle, New Jersey, is seeking a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions that support long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement and needs-based guidance, while upholding risk and regulatory standards.

The role emphasizes proactive client conversations, advanced questioning, and collaboration with TD's network of experts to