Client-First Banking Advisor

TD Bank; Middletown (CT); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank in Middletown, CT is seeking a banking professional to engage clients and deepen relationships through consultative engagement and personalized solutions. You will guide clients to TD products, ensuring clear communication of options, benefits, and risks while maintaining regulatory standards.

The role focuses on walk-in clients, outbound outreach, and relationship-building, with responsibilities spanning needs discovery, product referrals, and ongoing client guidance to support

Qualifications

• 1+ years of experience engaging with clients in service, sales, or relationship roles.
• Strong communication and interpersonal skills for consultative engagement.
• Ability to manage multiple tasks and meet deadlines in a fast-paced setting.
• Basic proficiency with Microsoft Office or similar tools.

Responsibilities

• Acquire and deepen client relationships at the Middletown location through consultative conversations.
• Engage clients via walk-ins, leads, and outreach to identify needs and offer appropriate solutions.
• Explain product options clearly, including features, benefits, and potential risks.
• Provide personalized solutions and next-best actions, connecting clients to TD products and services.
• Document interactions accurately while maintaining risk and regulatory standards.

Skills

Client engagement

Communication

Sales/relationship

Education

HS diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Middletown, CT is seeking a banking professional to engage clients and deepen relationships through consultative engagement and personalized solutions. You will guide clients to TD products, ensuring clear communication of options, benefits, and risks while maintaining regulatory standards.

The role focuses on walk-in clients, outbound outreach, and relationship-building, with responsibilities spanning needs discovery, product referrals, and ongoing client guidance to support