Relationship Banker II: Personal Banking & Mortgage Guidance

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

Job summary

TD Bank in Wethersfield, CT seeks a banking professional to cultivate and sustain client relationships through consultative engagement and personalized solutions. You will acquire new clients and deepen existing relationships while upholding risk and regulatory standards.

The role emphasizes needs-based guidance, strong product knowledge, and coordination with partners to deliver comprehensive banking services. 40 hours per week in a on-site location with opportunities for growth.

Qualifications

• 2+ years in client-facing sales/service in a banking context.
• Experience in consultative client conversations and needs discovery.
• Strong communication with diverse client populations.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Willingness to obtain NMLS and related registrations.

Responsibilities

• Acquire new clients and deepen existing relationships within the bank location.
• Deliver personalized banking solutions to support long-term financial goals.
• Provide needs-based guidance and cross-sell products and services as appropriate.
• Maintain adherence to risk and regulatory standards and proper documentation.
• Collaborate with team and partners to ensure seamless referrals and service.

Skills

Relationship Building

Consultative Selling

Needs-based Guidance

Communication Skills

Education

High School Diploma or GED

NMLS Registration Eligible

Tools

MS Office

Job description

TD Bank in Wethersfield, CT seeks a banking professional to cultivate and sustain client relationships through consultative engagement and personalized solutions. You will acquire new clients and deepen existing relationships while upholding risk and regulatory standards.

The role emphasizes needs-based guidance, strong product knowledge, and coordination with partners to deliver comprehensive banking services. 40 hours per week in a on-site location with opportunities for growth.