Client-Centric Relationship Banker I

TD; Darien (CT); Vor Ort; USD 33.000 - 45.000; Vollzeit

Zusammenfassung

TD Bank in Darien, Connecticut, is seeking a banking professional to deliver TD's relationship-driven experience by acquiring and deepening client relationships through consultative engagement and personalized financial solutions. You will help clients achieve financial goals while adhering to risk and regulatory standards.

The role emphasizes engaging clients, offering mortgage-related guidance, and delivering clear next steps with meticulous documentation to support long-term financial

Qualifikationen

• 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.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.

Aufgaben

• Drives client acquisition and deepens relationships for the bank location through walk-in opportunities and outreach.
• Engages clients with purpose, conducts discovery to uncover client needs and priorities.
• Explains TD products, benefits, and risks to help clients make informed financial decisions.
• Delivers personalized solutions and next best actions, connecting clients to products or partners.
• Maintains accurate documentation and adheres to risk and regulatory requirements.

Kenntnisse

Customer service

Relationship building

Communication

Multi-tasking

Ausbildung

High School Diploma or GED

Tools

Microsoft Office

Jobbeschreibung

TD Bank in Darien, Connecticut, is seeking a banking professional to deliver TD's relationship-driven experience by acquiring and deepening client relationships through consultative engagement and personalized financial solutions. You will help clients achieve financial goals while adhering to risk and regulatory standards.

The role emphasizes engaging clients, offering mortgage-related guidance, and delivering clear next steps with meticulous documentation to support long-term financial