Relationship Banker II- Sewell, NJ (40 hours)

TD • Mantua Township, NJ

1d • $23 - $31 • Onsite

About The Position

The Relationship Banker II is a banking professional who brings TD’s relationship-driven banking experience to life by building and sustaining client relationships and providing personalized banking solutions that support clients’ long-term financial goals. The role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance, strong product knowledge, and disciplined execution while upholding risk and regulatory standards.

Based at a bank location, the role manages leads and conducts proactive outreach, engages clients through walk-in, appointment, and outbound interactions, and provides tailored guidance across a broader range of products and services. The banker handles more complex client scenarios, supports mortgage inquiries and referrals, advocates for clients through ongoing engagement, and collaborates with partners to ensure effective referrals and follow-through. The role also helps monitor team workflow and contributes to a positive, compliant, relationship-focused work environment.

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 needs, and recommend appropriate products and services.
• Strong communication skills, including the ability to convey information clearly, concisely, and confidently to diverse client populations.
• Ability to manage multiple priorities, independently organize work, and consistently meet deadlines in a fast-paced environment.
• Sound judgment and problem-solving skills in client-facing and operational situations.
• Proficiency with Microsoft Office or similar workplace technologies.
• Ability to complete required job-related training upon hire.
• Ability 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 under applicable Regulation Z standards.
• Must be eligible for registration as a registered mortgage loan originator with NMLS under the SAFE Act and 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 requirements, including continuous sedentary work, multitasking, use of standard office equipment, concentration, and reading, writing, and comprehending instructions.

Nice To Haves

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

Responsibilities

• Cultivate long-term client relationships through lead management, outbound efforts, and engagement at a bank location.
• Identify opportunities to acquire clients and deepen existing relationships in support of their financial objectives.
• Lead purposeful, goals-based client discovery through active listening and advanced questioning; capture information accurately and follow through on commitments and partner hand-offs.
• Use TD systems and tools to identify appropriate solutions and next steps for clients.
• Provide clear, tailored guidance on a broad range of banking products and services, explaining options, benefits, and risks.
• Manage complex client scenarios and collaborate with partners to make and execute effective referrals.
• Anticipate client needs and build relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Accept mortgage inquiries, refer clients for mortgage solutions, and engage in other residential lending activities.
• Resolve client concerns end-to-end where possible and escalate issues promptly when needed.
• Apply policies, procedures, and regulatory requirements; maintain accurate documentation, verify client identity, protect data integrity, and identify and escalate discrepancies or risk indicators.
• Safeguard client relationships by following AML requirements, authentication standards, and applicable conduct and ethical standards.
• Monitor workflow, prioritize tasks, and delegate responsibilities as a team leader.
• Complete required training and contribute to team performance, development, and a positive work environment.
• Collaborate with team members and partners, share insights and best practices, and contribute to the success of the team and organization.

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
• Training and onboarding
• Online learning platform and mentoring programs
• Variable compensation or incentive awards, with eligibility for cash and/or equity incentive awards generally through participation in an incentive plan

What This Job Offers

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