Client Relationship Advisor

TD Bank Group; Essex (MD); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank Group in Essex, Maryland seeks a banking professional to cultivate long-term client relationships by delivering personalized banking solutions that support clients' financial goals. You will identify opportunities, engage in needs-based guidance, and execute referrals with strong product knowledge and risk discipline.

The role emphasizes proactive client conversations across walk-ins and appointments, with a focus on mortgage inquiries and residential lending activities while maintaining

Qualifications

• High School Diploma or GED required.
• 2+ years of experience engaging clients in a sales, service, or relationship role.
• Banking experience preferred (teller, platform, or relationship banking).
• Proven ability to conduct consultative client conversations and uncover needs.

Responsibilities

• Deliver personalized banking solutions to help clients meet financial goals.
• Acquire new clients and deepen existing relationships through needs-based guidance.
• Maintain accurate documentation and comply with risk and regulatory standards.

Skills

Client engagement

Relationship building

Communication skills

MS Office

Active listening

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Essex, Maryland seeks a banking professional to cultivate long-term client relationships by delivering personalized banking solutions that support clients' financial goals. You will identify opportunities, engage in needs-based guidance, and execute referrals with strong product knowledge and risk discipline.

The role emphasizes proactive client conversations across walk-ins and appointments, with a focus on mortgage inquiries and residential lending activities while maintaining