Relationship Banking Advisor II

TD Bank; Rowley (MA); On-site; USD 32,000 - 43,000; Full time

Job summary

TD Bank in Rowley, MA seeks a client-focused banking professional to cultivate relationships and deliver personalized financial solutions. You will engage clients through in-person and outbound conversations, assess needs, and guide them toward appropriate products while adhering to risk and regulatory standards.

The role emphasizes mortgage discussions, cross-selling opportunities, and adherence to TD policies; requires 2+ years in sales/service in a banking context, strong communication, and

Qualifications

• 2+ years of experience engaging clients in sales, service, or relationship-building roles in banking.
• Strong communication and ability to convey information clearly to diverse clients.
• Experience with mortgage products or residential lending is a plus.

Responsibilities

• Cultivates and sustains long-term client relationships through leads management and outbound efforts.
• Engages in client conversations, captures information, and identifies appropriate solutions.
• Leads engagement across walk-in, appointment, and outbound opportunities with discovery.
• Provides tailored guidance on products and services to support informed decisions.
• Acts as a client advocate, building deeper relationships through proactive outreach.
• Handles mortgage inquiries, referrals for mortgage solutions, or other lending activities.
• Adheres to TD policies, risk controls, and regulatory requirements.

Skills

Communication

Relationship building

Needs assessment

Consultative selling

Mortgage product knowledge

Notary license

Microsoft Office

NMLS knowledge

Education

High School Diploma or GED

Tools

NMLS system

Job description

TD Bank in Rowley, MA seeks a client-focused banking professional to cultivate relationships and deliver personalized financial solutions. You will engage clients through in-person and outbound conversations, assess needs, and guide them toward appropriate products while adhering to risk and regulatory standards.

The role emphasizes mortgage discussions, cross-selling opportunities, and adherence to TD policies; requires 2+ years in sales/service in a banking context, strong communication, and