Relationship Banker II: Personal Banking & Mortgage Solution

TD; Sudbury (MA); On-site; USD 48,000 - 64,000; Full time

Job summary

TD Sudbury, MA is seeking a Banking professional to cultivate lasting client relationships by delivering personalized financial solutions, including mortgage lending, to help clients meet long-term goals. This role emphasizes advisory conversations, needs-based guidance, and disciplined execution while upholding TD's risk and regulatory standards.

You will acquire new clients and deepen existing relationships through walk-ins, appointments, and outbound outreach, coordinating with partners to

Qualifications

• High School Diploma or GED; required combination of education and experience.
• 2+ years of experience engaging clients in sales, service, or relationship-building roles.
• Experience in banking environment; teller/platform/relationship banking preferred.
• Ability to conduct consultative client conversations and uncover needs to recommend products and services.

Responsibilities

• Cultivate and sustain long-term client relationships through proactive engagement and outbound outreach.
• Lead discovery with needs-based questions, capturing information, and guiding next actions with TD systems.
• Provide tailored guidance on a broad range of TD products and services to support client decisions.
• Coordinate referrals and partner hand-offs to ensure effective execution of solutions.
• Ensure compliance and accurate documentation while maintaining a strong client experience.

Skills

Relationship banking

Consultative selling

Communication skills

Needs-based questioning

Client discovery

Education

High School Diploma

NMLS registration preferred

Notary license preferred

Tools

MS Office

Job description

TD Sudbury, MA is seeking a Banking professional to cultivate lasting client relationships by delivering personalized financial solutions, including mortgage lending, to help clients meet long-term goals. This role emphasizes advisory conversations, needs-based guidance, and disciplined execution while upholding TD's risk and regulatory standards.

You will acquire new clients and deepen existing relationships through walk-ins, appointments, and outbound outreach, coordinating with partners to