Relationship Banker II: Trusted Mortgage and Finance Guide

TD Bank, N.A.; Westfield (MA); On-site; USD 32,000 - 43,000; Full time

Job summary

TD Bank, N.A. in Westfield, MA is seeking a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions that support long-term financial goals.

This role acquires new clients and deepens existing relationships through consultative engagement, needs-based guidance, and disciplined execution while upholding TD's risk and regulatory standards. Mortgage inquiries and referrals may be part of the responsibilities.

Qualifications

• High School Diploma or GED required.
• 2+ years of client engagement or sales experience.
• Banking experience preferred (teller/relationship roles).
• Ability to obtain and maintain NMLS registration.
• Notary license preferred or ability to obtain.

Responsibilities

• Develop and deepen client relationships through consultative engagement.
• Identify opportunities to meet clients' financial objectives.
• Explain product options, benefits, and risks.
• Coordinate with TD's network to refer mortgage solutions.
• Maintain risk and regulatory compliance in all client interactions.
• Manage walk-in, appointment, and outbound client discussions.

Skills

Relationship building

Consultative selling

Mortgage product knowledge

Regulatory compliance

Microsoft Office

Communication skills

Education

High School Diploma or GED

NMLS registration

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. in Westfield, MA is seeking a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions that support long-term financial goals.

This role acquires new clients and deepens existing relationships through consultative engagement, needs-based guidance, and disciplined execution while upholding TD's risk and regulatory standards. Mortgage inquiries and referrals may be part of the responsibilities.