Relationship Banker: Mortgage & Financial Guidance

TD Bank Group; Providence (RI); On-site; USD 32,000 - 40,000; Full time

Job summary

TD Bank Group in Providence, Rhode Island seeks a banking professional to partner with clients, helping them confidently achieve financial goals by delivering personalized solutions that support financial well-being.

You will acquire and deepen client relationships through consultative engagement, strong product knowledge, and disciplined execution while adhering to TD's risk and regulatory standards. This role focuses on walk-in client engagement and mortgage-related opportunities.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience)
• 1+ years of experience engaging with clients in a service, sales, or relationship building environment
• Teller or cash-handling experience in a financial institution preferred
• Experience educating clients on products and services in a consultative manner
• Demonstrated ability to communicate clearly and effectively with clients and colleagues
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
• Ability to exercise sound judgment and problem-solving skills in client interactions
• Basic proficiency with Microsoft Office or similar workplace technologies
• Ability to complete required job-related training upon hire
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities.
• Delivers a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility.

Job description

TD Bank Group in Providence, Rhode Island seeks a banking professional to partner with clients, helping them confidently achieve financial goals by delivering personalized solutions that support financial well-being.

You will acquire and deepen client relationships through consultative engagement, strong product knowledge, and disciplined execution while adhering to TD's risk and regulatory standards. This role focuses on walk-in client engagement and mortgage-related opportunities.