Relationship Banker II - Bellmawr, NJ (40 hours)

TD Bank • Bellmawr, NJ

3d • Onsite

About The Position

The Relationship Banker II is a banking professional who brings TD’s relationship-driven banking experience to life by cultivating client relationships and providing personalized solutions that support clients’ long-term financial goals. The role acquires new clients and deepens existing relationships through consultative engagement, needs-based guidance, product knowledge, disciplined execution, and adherence to risk and regulatory standards. Working in a bank location, the banker leads client conversations across walk-in, appointment, and outbound interactions; identifies opportunities to meet client needs; provides tailored guidance on products and services; and collaborates with partners, including on mortgage and residential lending inquiries. The role also supports team workflow and client experience while maintaining accurate records and following applicable policies, procedures, and compliance requirements.

This position is based in Bellmawr, New Jersey and is scheduled for 40 hours. Pay is listed at $23.25–$30.75 per hour. It is subject to requirements applicable to loan originators and mortgage loan originators, including eligibility for NMLS registration, employment eligibility at a covered financial institution, and satisfactory background and credit checks. A high school diploma or GED is required, along with at least two years of relevant client-engagement experience.

Requirements

• High school diploma or GED, or an equivalent combination of education and experience.
• At least 2 years of experience engaging clients in a sales, service, or relationship-building capacity, including identifying needs and delivering solutions.
• Ability to conduct consultative client conversations, uncover client needs, and recommend appropriate products and services.
• Strong communication skills and the ability to convey information clearly, concisely, and confidently to diverse client populations.
• Ability to manage multiple priorities, organize work independently, and consistently meet deadlines in a fast-paced environment.
• Sound judgment and problem-solving skills in client-facing and operational scenarios.
• Proficiency with Microsoft Office or similar workplace technologies.
• Ability to complete required job-related training upon hire.
• Must be able to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.
• Must be eligible for employment with a covered financial institution and for registration as a registered mortgage loan originator under applicable regulations.
• Satisfactory criminal background and credit report checks, and required applicant statements or certifications regarding government agency or authority findings.
• Ability to meet the stated physical and cognitive requirements, including continuous sedentary work, multiple-task performance, standard office equipment operation, concentration, reading, writing, comprehension, and basic arithmetic.

Nice To Haves

• Prior banking experience, including teller, platform, or relationship banking roles.
• Notary license, or ability to obtain one.

Responsibilities

• Cultivate and sustain long-term client relationships through lead management, outbound efforts, and engagement in a bank location.
• Identify opportunities to deepen client relationships and help clients meet their financial objectives.
• Lead purposeful, goals-based client discovery through active listening and effective questioning; accurately capture client information and identify expressed and unexpressed needs.
• Use TD systems and tools to identify appropriate solutions and next steps, and follow through on client commitments and partner hand-offs.
• Engage clients across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships.
• Provide clear, tailored guidance on a broad range of products and services, explaining options, benefits, and risks to support informed decisions.
• Manage complex client scenarios with needs-based recommendations that reflect clients’ goals and financial positions; collaborate with partners and execute referrals effectively.
• Anticipate client needs and maintain relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Accept mortgage inquiries, refer clients for mortgage solutions, and participate in other residential lending activities as applicable.
• Provide continuity and follow-through, connecting clients with TD’s broader network of expertise.
• Follow and reinforce policies, procedures, and regulatory requirements; maintain accurate documentation, risk awareness, and protections for clients and the Bank.
• Deliver a welcoming, personalized client experience and act as the primary point of accountability for client concerns, resolving them where possible and escalating them promptly when needed.
• Support client acquisition, retention, and relationship growth for the bank location.
• Verify client identification, maintain data integrity, follow authentication and documentation standards, and comply with AML requirements.
• Identify discrepancies, material changes, or risk indicators and escalate them appropriately.
• Act as a team leader by monitoring workflow, prioritizing tasks, and delegating responsibilities.
• Complete required training, strengthen risk and compliance knowledge, and contribute to team performance and a positive work environment.
• Share insights, lessons learned, and best practices; collaborate with team members and partners and model TD leadership behaviors.

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
• Banking benefits and discounts
• Career development
• Reward and recognition
• Base salary and variable compensation or incentive awards, with eligibility for cash and/or equity incentive awards generally through participation in an incentive plan
• Training and onboarding
• Online learning platform and mentoring programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED