Client-Focused Banking Advisor

TD Bank; Hauppauge (NY); On-site; USD 50,000 - 68,000; Full time

Job summary

TD Bank in Hauppauge, NY is seeking a banking professional to acquire and deepen client relationships by providing consultative guidance and personalized solutions that support clients' financial goals. You will engage with walk-in clients, identify opportunities, and connect them to appropriate products and services.

The role emphasizes trust, clear communication, and adherence to risk and regulatory standards while delivering a best-in-class, relationship-led banking experience to help clients

Qualifications

• 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
• Basic proficiency with Microsoft Office or similar workplace technologies
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility
• Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required
• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies
• Consistently brings TD's brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience

Skills

Customer service

Communication

Relationship building

Sales

Account management

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Hauppauge, NY is seeking a banking professional to acquire and deepen client relationships by providing consultative guidance and personalized solutions that support clients' financial goals. You will engage with walk-in clients, identify opportunities, and connect them to appropriate products and services.

The role emphasizes trust, clear communication, and adherence to risk and regulatory standards while delivering a best-in-class, relationship-led banking experience to help clients