Relationship Banker - Personal Banking & Mortgage

TD Bank Group; Charleston (SC); On-site; USD 64,472,000 - 83,097,000; Full time

Job summary

TD Bank Group in Charleston seeks a Relationship Banker I to build enduring client relationships and deliver personalized financial solutions. You will engage clients with curiosity, identify needs, and connect them with suitable TD products while maintaining compliance and risk controls.

The role emphasizes walk-in acquisitions, consultative selling, and ongoing guidance on TD’s digital capabilities to enhance financial wellness for customers.

Qualifications

• High School Diploma or GED required; relevant experience valued.
• Experience engaging with clients in service, sales, or relationship roles preferred.
• Ability to communicate clearly and manage multiple tasks in a fast-paced environment.

Responsibilities

• Drive client acquisition and deepen relationships at the Charleston location.
• Engage clients through walk-ins, outreach, and consultative conversations.
• Explain TD product options clearly and guide clients to suitable solutions.
• Provide ongoing guidance on TD products, digital tools, and financial wellness.
• Maintain accurate client records and comply with risk and regulatory standards.

Skills

Client communication

Relationship building

multitasking

Microsoft Office

Education

High School Diploma or GED

1+ years customer service experience

Tools

Microsoft Office

Job description

TD Bank Group in Charleston seeks a Relationship Banker I to build enduring client relationships and deliver personalized financial solutions. You will engage clients with curiosity, identify needs, and connect them with suitable TD products while maintaining compliance and risk controls.

The role emphasizes walk-in acquisitions, consultative selling, and ongoing guidance on TD’s digital capabilities to enhance financial wellness for customers.