Relationship Banking Advisor

TD; Lexington (SC); On-site; USD 33,000 - 46,000; Full time

Job summary

TD in Lexington, SC is seeking a relationship banking professional to cultivate client relationships across multiple locations. You will deliver personalized banking solutions, including mortgage options, while meeting TD risk and regulatory standards.

The role focuses on needs-based guidance, proactive outreach, and collaboration with partners to deepen client relationships and drive financial outcomes.

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship-building capacity.
• Strong communication skills with diverse client populations.
• Ability to conduct consultative client conversations and uncover needs.

Responsibilities

• Cultivate and sustain long-term client relationships across bank locations.
• Lead client engagements via walk-in, appointment, and outbound conversations.
• Provide tailored guidance on TD banking products and services, including mortgages.
• Capture client information accurately and ensure follow-through across referrals and partnerships.
• Advocate for clients while aligning with TD risk and regulatory standards.
• Deliver outstanding client experiences with proactive outreach and continuity.

Skills

Client relationship management

Sales & service

Communication skills

Consultative selling

Teamwork

Education

High School Diploma or GED

Job description

TD in Lexington, SC is seeking a relationship banking professional to cultivate client relationships across multiple locations. You will deliver personalized banking solutions, including mortgage options, while meeting TD risk and regulatory standards.

The role focuses on needs-based guidance, proactive outreach, and collaboration with partners to deepen client relationships and drive financial outcomes.