Relationship Banker: Personal Banking & Mortgage Solutions

TD Bank; Springfield (MA); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

TD Bank in Springfield, MA seeks a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions. The role focuses on acquiring new clients and deepening existing relationships through needs-based guidance, supported by deep product knowledge and disciplined execution.

You will engage in mortgage inquiries, referrals, and cross-selling while upholding risk and regulatory standards to ensure a seamless client experience.

Qualifications

• Minimum high school diploma or GED; strong communication and relationship-building skills.
• Experience in sales, service, or relationship banking with needs-based guidance.
• Banking environment experience preferred and ability to obtain NMLS registration.

Responsabilités

• Cultivate and sustain long-term client relationships through proactive engagement.
• Identify opportunities to deepen client relationships and meet financial objectives.
• Provide consultative guidance on banking products aligned with client needs.
• Deliver a superior client experience with accurate documentation and risk awareness.

Connaissances

Client relationship building

Sales experience

Communication skills

Needs-based guidance

Formation

High School Diploma or GED

Outils

Microsoft Office

Description du poste

TD Bank in Springfield, MA seeks a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions. The role focuses on acquiring new clients and deepening existing relationships through needs-based guidance, supported by deep product knowledge and disciplined execution.

You will engage in mortgage inquiries, referrals, and cross-selling while upholding risk and regulatory standards to ensure a seamless client experience.