Client-First Relationship Banker I

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

Job summary

TD Bank in New York, NY is seeking a banking professional who partners with clients to help them achieve financial goals by delivering personalized solutions and trusted guidance. You will acquire and deepen client relationships through consultative engagement, product knowledge, and disciplined execution within TD’s risk framework.

Responsibilities include guiding customers through mortgage inquiries, cross-selling banking products, and ensuring compliant, accurate documentation.

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Ability to complete required job-related training upon hire.
• Ability to obtain and maintain NMLS registration as required for the role.

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful discovery to uncover client needs.
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information.
• Serves as a trusted client advocate by providing ongoing guidance on TD products, services, and digital capabilities.

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in New York, NY is seeking a banking professional who partners with clients to help them achieve financial goals by delivering personalized solutions and trusted guidance. You will acquire and deepen client relationships through consultative engagement, product knowledge, and disciplined execution within TD’s risk framework.

Responsibilities include guiding customers through mortgage inquiries, cross-selling banking products, and ensuring compliant, accurate documentation.