Relationship Banking Advisor — Mortgage Solutions

TD Bank; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank in Winter Garden, Florida seeks a banking professional to cultivate long-term client relationships and provide consultative solutions. You will engage clients through walk-ins and outreach, delivering tailored financial guidance while upholding risk standards.

Responsibilities include mortgage inquiries, referrals to banking products, and maintaining accuracy in documentation. A 2+ year background in sales or relationship banking helps drive client outcomes in a fast-paced environment.

Qualifications

• Minimum of 2+ years actively engaging clients in sales or relationship roles.
• Strong communication and active listening to identify client needs.
• Ability to manage multiple priorities in a fast-paced banking environment.

Responsibilities

• Cultivate and sustain long-term client relationships through proactive outreach and discovery.
• Provide consultative banking guidance and tailored product recommendations.
• Navigate mortgage inquiries and referrals to appropriate solutions.
• Maintain regulatory and risk standards while delivering exceptional client service.

Skills

Relationship building

Sales

Communication

Multitasking

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Winter Garden, Florida seeks a banking professional to cultivate long-term client relationships and provide consultative solutions. You will engage clients through walk-ins and outreach, delivering tailored financial guidance while upholding risk standards.

Responsibilities include mortgage inquiries, referrals to banking products, and maintaining accuracy in documentation. A 2+ year background in sales or relationship banking helps drive client outcomes in a fast-paced environment.