Relationship Banker - Mortgage & Financial Solutions

TD; Olney (MD); On-site; USD 32,000 - 42,000; Full time

Job summary

TD in Olney, MD is seeking a client-focused banking professional to cultivate relationships and deliver personalized banking solutions that support long-term financial goals. The role emphasizes needs-based guidance, consultative conversations, and adherence to risk and regulatory standards.

You will acquire new clients and deepen existing relationships while leveraging TD’s network of lending and banking products. Strong communication and risk awareness are essential.

Qualifications

• High School diploma or GED required; experience in sales/service/relationship banking preferred.
• 2+ years of client-facing sales or relationship-building experience.
• Banking environment experience (teller/platform/relationship banking) preferred.
• Ability to conduct consultative client conversations and uncover needs.
• Strong communication and multitasking skills in a fast-paced environment.

Responsibilities

• Cultivate and sustain long-term client relationships through主动 engagement and needs-based conversations.
• Identify opportunities to deepen relationships and present tailored banking solutions.
• Lead client engagements across walk-in, appointment, and outbound opportunities with credible guidance.
• Explain product options, benefits, and risks to support informed decisions.
• Coordinate with partners to referrals and ensure compliant execution of referrals.

Skills

Client engagement

Relationship building

Sales skills

Communication

MS Office

Education

High School Diploma or GED

NMLS registration (or ability to obtain)

Notary License preferred

Tools

Microsoft Office

Job description

TD in Olney, MD is seeking a client-focused banking professional to cultivate relationships and deliver personalized banking solutions that support long-term financial goals. The role emphasizes needs-based guidance, consultative conversations, and adherence to risk and regulatory standards.

You will acquire new clients and deepen existing relationships while leveraging TD’s network of lending and banking products. Strong communication and risk awareness are essential.