Client-First Banking Advisor NYC

TD; New York (NY); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank is seeking a Relationship Banker I in New York, NY for a 30-hour weekly schedule. You will acquire and deepen client relationships through consultative conversations, effective product knowledge, and disciplined execution to support clients' financial goals and wellbeing.

Ideal candidates bring a customer-service mindset, solid communication, and the ability to explain banking options clearly while ensuring regulatory compliance and risk-awareness in every interaction.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 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 with clients and colleagues.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Ability to obtain and maintain active NMLS registration as required.
• Notary License (or ability to obtain) preferred.

Responsibilities

• Drives client acquisition in the bank location through walk-ins and outreach.
• Engages clients with discovery to uncover goals and priorities.
• Explains options with features, benefits, and risks in clear terms.
• Delivers personalized solutions and next best actions for clients.
• Maintains accurate documentation and adheres to risk and regulatory standards.
• Builds trust and strengthens relationships through ongoing guidance and education.
• Ensures compliance and risk controls while supporting client financial wellness.

Skills

Customer service

Sales

Relationship building

Communication

Financial products

Education

High School Diploma or GED

1+ years service/sales experience

Tools

Microsoft Office

Job description

TD Bank is seeking a Relationship Banker I in New York, NY for a 30-hour weekly schedule. You will acquire and deepen client relationships through consultative conversations, effective product knowledge, and disciplined execution to support clients' financial goals and wellbeing.

Ideal candidates bring a customer-service mindset, solid communication, and the ability to explain banking options clearly while ensuring regulatory compliance and risk-awareness in every interaction.