Relationship Banker II: Personal Banking & Mortgage Guidance

TD; Princeton (NJ); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank in Princeton, 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 engage in consultative conversations, identify needs, and guide clients through mortgage inquiries or other residential lending opportunities as part of a broader suite of TD products.

The role emphasizes walking customers through complex scenarios while upholding TD’s risk and regulatory

Qualifications

• 2+ years of experience engaging clients in sales, service, or relationship roles.
• Experience in a banking environment (teller, platform, or relationship banking) is preferred.
• Ability to conduct consultative client conversations and uncover needs.

Responsibilities

• Deliver a welcoming, personalized client experience through discovery and credible engagement.
• Lead client acquisition, retention and relationship growth at the bank location.
• Balance client needs with risk and compliance requirements in all interactions.
• Provide guidance on a broad range of products and services with clear explanations.
• Escalate issues promptly and maintain strong documentation and follow-through.

Skills

Relational selling

Needs-based discovery

Strong communication

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Princeton, 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 engage in consultative conversations, identify needs, and guide clients through mortgage inquiries or other residential lending opportunities as part of a broader suite of TD products.

The role emphasizes walking customers through complex scenarios while upholding TD’s risk and regulatory