Client Relationship Banker

TD Bank Group; Cranford (NJ); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group in Cranford, New Jersey, seeks a banking professional to acquire and deepen client relationships by delivering personalized financial solutions and consulting with clients to meet their goals.

You will engage clients through walk-ins and outreach, explain product options clearly, and connect them to the right TD offerings while adhering to risk and regulatory standards. The role emphasizes relationship-building and mortgage-related activities.

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.

Responsibilities

• Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful discovery to uncover client needs.
• Explains relevant options, including features, benefits, and potential risks, in simple language.
• Delivers personalized solutions and next best actions, connecting clients to products or services.
• Executes with accuracy, establishing clear next steps and follow-up.
• Educates clients on TD products, services, and digital capabilities to improve financial wellness.
• Builds and strengthens client relationships through personalized interactions.
• Engages clients on mortgage products and related activities.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Client engagement

Relationship building

Communication

Education

High School Diploma

Tools

Microsoft Office

Job description

TD Bank Group in Cranford, New Jersey, seeks a banking professional to acquire and deepen client relationships by delivering personalized financial solutions and consulting with clients to meet their goals.

You will engage clients through walk-ins and outreach, explain product options clearly, and connect them to the right TD offerings while adhering to risk and regulatory standards. The role emphasizes relationship-building and mortgage-related activities.