Client-First Banking Advisor

TD Bank Group; Newark (NJ); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group in Newark, NJ is seeking a banking professional focused on acquiring and deepening client relationships through consultative engagement. You will help clients achieve financial goals by delivering personalized solutions while adhering to TD's risk and regulatory standards.

The role emphasizes engaging with clients, educating them on products, and guiding next steps with strong product knowledge and disciplined execution to drive outcomes.

Qualifications

• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Experience engaging with clients in a service, sales, or relationship-building environment.
• Ability to manage multiple tasks and meet deadlines in a fast-paced setting.

Responsibilities

• Drive client acquisition through walk-in opportunities, lead management, and outreach.
• Engage clients with purpose, uncover needs, and recommend appropriate banking solutions.
• Explain features, benefits, and risks in clear, plain language to help clients make informed decisions.
• Deliver personalized solutions and next steps, guiding clients to the right products or partners.
• Maintain accurate documentation and adhere to risk and regulatory standards.
• Provide ongoing guidance on TD products and digital capabilities to improve financial wellness.

Skills

Customer service

Relationship building

Sales

Communication

Multi-tasking

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Newark, NJ is seeking a banking professional focused on acquiring and deepening client relationships through consultative engagement. You will help clients achieve financial goals by delivering personalized solutions while adhering to TD's risk and regulatory standards.

The role emphasizes engaging with clients, educating them on products, and guiding next steps with strong product knowledge and disciplined execution to drive outcomes.