Relationship Banking Advisor — Mortgage & Loans

TD Bank Group (TD); Springfield (MA); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank Group located in Springfield, MA, seeks a client-focused professional to cultivate relationships and deliver personalized banking solutions. The role emphasizes needs-based guidance, mortgage inquiries, and cross-sell opportunities while upholding TD's risk and regulatory standards.

The candidate will engage clients through walk-ins and outbound conversations, delivering tailored guidance across products and services to support long-term financial goals.

Qualifications

• High School Diploma or GED required.
• 2+ years of experience engaging clients in sales, service, or relationship-building roles.
• Experience in banking or financial services preferred.
• Ability to conduct consultative client conversations and identify appropriate solutions.
• Strong communication and organizational skills; ability to manage multiple priorities.

Responsibilities

• Cultivate and sustain long-term client relationships through proactive engagement.
• Identify opportunities to deepen client relationships and present tailored banking solutions.
• Lead discovery discussions to uncover client needs and recommend products with clear benefits and risks.
• Provide guidance on mortgage and residential lending options when appropriate.
• Ensure compliance with policies, risk, and regulatory requirements.

Skills

Communication

Sales experience

Relationship building

Multitasking

Time management

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group located in Springfield, MA, seeks a client-focused professional to cultivate relationships and deliver personalized banking solutions. The role emphasizes needs-based guidance, mortgage inquiries, and cross-sell opportunities while upholding TD's risk and regulatory standards.

The candidate will engage clients through walk-ins and outbound conversations, delivering tailored guidance across products and services to support long-term financial goals.