Relationship Banking Advisor

TD Bank Group; Travelers Rest (SC); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank Group in Travelers Rest, SC, is seeking a banking professional focused on cultivating client relationships and delivering personalized banking solutions. You will engage in consultative conversations, identify needs, and guide clients through a broad range of products while upholding TD's risk standards.

The role emphasizes mortgage inquiries, referrals, and delivering a high-quality client experience, with a 40-hour work week in a full-time capacity.

Qualifications

• High School Diploma or GED required.
• 2+ years in sales/service or relationship-building with clients.
• Prior banking experience (teller/platform/relationship banking) preferred.
• Demonstrated ability to conduct consultative client conversations and uncover needs.
• Strong communication skills and ability to convey information clearly.

Responsibilities

• Cultivate and sustain long-term client relationships through leads management and outbound efforts.
• Engage in client conversations to identify needs and provide appropriate solutions.
• Lead client engagements in walk-ins, appointments, and outbound opportunities with discovery.
• Provide tailored guidance on products/services and explain benefits/risks.
• Advise on mortgage products and referrals to mortgage solutions.
• Champion the client experience with continuity and proactive outreach.
• Adhere to policies, procedures, and regulatory requirements; document accurately.

Skills

Communication skills

Problem-solving

Time management

Active listening

Relationship building

Education

High School Diploma or GED

2+ years of client-facing sales/service experience

Banking environment experience preferred

Consultative client conversations

Microsoft Office proficiency

NMLS registration (or ability to obtain)

Notary license preferred

Job description

TD Bank Group in Travelers Rest, SC, is seeking a banking professional focused on cultivating client relationships and delivering personalized banking solutions. You will engage in consultative conversations, identify needs, and guide clients through a broad range of products while upholding TD's risk standards.

The role emphasizes mortgage inquiries, referrals, and delivering a high-quality client experience, with a 40-hour work week in a full-time capacity.