Client-Focused Relationship Banker

TD Bank; North Palm Beach (FL); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in North Palm Beach, Florida is seeking a banking professional who will partner with clients to help them achieve their financial goals by delivering personalized solutions while adhering to risk and regulatory standards.

You will drive client acquisition through walk-ins and outreach, perform needs-based discovery, explain options clearly, and connect clients to the right products while maintaining accurate documentation and compliance.

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
• Ability to exercise sound judgment and problem-solving skills in client interactions
• 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

• Drive 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 and priorities
• Clearly explains relevant options, including features, benefits, and potential risks, in simple language to help clients make informed decisions
• Delivers personalized solutions and next best actions, connecting clients to appropriate products or partners
• Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress
• Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities
• Builds and strengthens client relationships through consistent, personalized interactions reflecting a client-first approach
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities
• Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank

Skills

Client engagement

Relationship building

Clear communication

Sales orientation

Education

High School Diploma or GED

NMLS registration (required/obtainable)

Tools

Microsoft Office

Job description

TD Bank in North Palm Beach, Florida is seeking a banking professional who will partner with clients to help them achieve their financial goals by delivering personalized solutions while adhering to risk and regulatory standards.

You will drive client acquisition through walk-ins and outreach, perform needs-based discovery, explain options clearly, and connect clients to the right products while maintaining accurate documentation and compliance.