Relationship Banker: Mortgage & Financial Guidance

TD Bank, N.A.; Norwalk (CT); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank in Norwalk, CT is seeking a banking professional to bring a relationship-driven experience to life by partnering with clients to help them confidently achieve their financial goals with personalized solutions that support overall financial well-being.

The role focuses on acquiring and deepening client relationships through consultative engagement, solid product knowledge, and disciplined execution while adhering to TD's risk and regulatory standards.

Qualifications

• High school diploma or GED required; 1+ year(s) of client service, sales, or relationship-building experience preferred
• Ability to communicate clearly with clients and colleagues
• Proven ability to manage multiple tasks in a fast-paced environment

Responsibilities

• Drive client acquisition and deepen relationships at the bank location
• Engage clients with discovery to understand needs and priorities
• Explain options clearly, with transparency about features, benefits, and risks
• Provide personalized solutions and next steps, connecting clients to TD products
• Adhere to policies, risk, and regulatory requirements and document accurately

Skills

Customer service

Sales skills

Communication skills

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Norwalk, CT is seeking a banking professional to bring a relationship-driven experience to life by partnering with clients to help them confidently achieve their financial goals with personalized solutions that support overall financial well-being.

The role focuses on acquiring and deepening client relationships through consultative engagement, solid product knowledge, and disciplined execution while adhering to TD's risk and regulatory standards.