Relationship Banker II Float - Mansfield TD Bank
Overview
TD Bank Relationship Banker II Float oversees client relationships across multiple locations. This role drives client acquisition and retention while supporting personal and commercial banking operations. Successful candidates demonstrate consultative engagement and deep product knowledge.
What You'll Do11
- 1Build and maintain client relationships through personalized banking solutions aligned with long-term financial goals
- 2Lead client discovery using advanced questioning techniques to uncover expressed and unexpressed needs
- 3Deliver tailored guidance on comprehensive product offerings with confidence and clarity
- 4Provide complex needs-based advice for sophisticated client scenarios ensuring holistic understanding
- 5Champion client experience by ensuring continuity and proactive outreach across all interactions
- 6Manage mortgage inquiries and referrals while championing client experience throughout the lending process
- 7Act as primary point of accountability for client concerns resolving issues end-to-end
- 8Collaborate with internal teams to drive referral growth and partnership initiatives
- 9Maintain compliance with regulatory requirements and document all client interactions accurately
- 10Perform daily travel between multiple locations within a defined area
- 11Apply sound judgment to balance client needs with risk and compliance standards
Requirements11
- 1High school diploma or GED with 2+ years of client-facing experience in sales or relationship banking
- 2Proven ability to conduct consultative conversations and recommend appropriate products
- 3Strong communication skills for diverse client populations and technical proficiency with Microsoft Office
- 4Flexibility to perform same-day travel across multiple locations
- 5Active registration with NMLS and willingness to obtain Notary License if required
- 6Demonstrated experience in banking environments including teller or relationship roles
- 7Ability to manage multiple priorities and meet deadlines in fast-paced settings
- 8Experience obtaining and maintaining registration with Nationwide Mortgage Licensing System
- 9Knowledge of AML laws and regulatory compliance requirements
- 10Commitment to TD's client-first philosophy and culture of continuous improvement
- 11Eligibility for employment with TD Bank as a covered financial institution
Salary Insight
$50 - $69k per year
Location
Required Skills
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