Relationship Banking Specialist I

TD; North Palm Beach (FL); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank in North Palm Beach, FL seeks a banking professional focused on acquiring and deepening client relationships by delivering personalized financial solutions while adhering to risk and regulatory standards.

You will engage clients through walk-ins and outreach, explain TD products clearly, and guide them toward mortgages and other lending options, with a strong emphasis on trust, service quality, and long-term financial wellness.

Qualifications

• High School Diploma or GED or equivalent.
• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services in a consultative manner.
• Ability to obtain and maintain active NMLS registration; Notary license preferred.

Responsibilities

• Drive client acquisition and relationship growth for the bank location by engaging clients through walk-ins, lead management, and outreach.
• Engage clients with curiosity, uncover client needs, and provide tailored financial solutions.
• Explain TD products clearly, including mortgage options, with transparent discussion of risks and benefits.
• Provide ongoing guidance on TD products and digital capabilities to improve financial wellness.

Education

High School Diploma or GED

NMLS registration

Notary License (or ability to obtain)

Tools

Microsoft Office

Job description

TD Bank in North Palm Beach, FL seeks a banking professional focused on acquiring and deepening client relationships by delivering personalized financial solutions while adhering to risk and regulatory standards.

You will engage clients through walk-ins and outreach, explain TD products clearly, and guide them toward mortgages and other lending options, with a strong emphasis on trust, service quality, and long-term financial wellness.