Client-Focused Relationship Banker I

TD; Bernardsville (NJ); On-site; USD 33,000 - 45,000; Full time

Job summary

TD, located in Bernardsville, New Jersey, is seeking a banking professional to deliver relationship-driven service and personalized solutions that support clients' financial well-being. You will acquire and deepen client connections through consultative engagement, product knowledge, and disciplined execution in a regulated environment.

You will engage clients through walk-ins and outreach, explain TD products clearly, and guide next steps while maintaining risk controls and compliance.

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 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 complete required job-related training upon hire.
• 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.

Education

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 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 complete required job-related training upon hire

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

Job description

TD, located in Bernardsville, New Jersey, is seeking a banking professional to deliver relationship-driven service and personalized solutions that support clients' financial well-being. You will acquire and deepen client connections through consultative engagement, product knowledge, and disciplined execution in a regulated environment.

You will engage clients through walk-ins and outreach, explain TD products clearly, and guide next steps while maintaining risk controls and compliance.