Senior Relationship Banker II: Strategic Client Advisor

TD Bank, N.A.; Bluffton (SC); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank, N.A. is seeking a banking professional who cultivates and sustains client relationships across multiple locations.

You will deliver personalized banking solutions to help clients meet long-term financial goals, and you will acquire new clients while deepening existing relationships through consultative engagement. You will provide needs-based guidance on an expanded set of products and services, ensuring risk and regulatory standards are upheld.

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship-building capacity.
• Ability to travel within a designated area and work across multiple locations.
• Strong communication and problem-solving skills.
• Willingness to obtain NMLS registration if required.

Responsibilities

• Cultivate and sustain long-term client relationships through proactive outreach.
• Identify opportunities to deepen relationships and meet financial goals.
• Provide needs-based guidance on a broad range of TD products.
• Coordinate with internal partners to fulfill referrals.
• Maintain risk and regulatory compliance in all activities.
• Deliver a welcoming, personalized client experience at the branch.

Skills

Client relationship building

Consultative selling

Mortgage knowledge

Financial products

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank, N.A. is seeking a banking professional who cultivates and sustains client relationships across multiple locations.

You will deliver personalized banking solutions to help clients meet long-term financial goals, and you will acquire new clients while deepening existing relationships through consultative engagement. You will provide needs-based guidance on an expanded set of products and services, ensuring risk and regulatory standards are upheld.