Client Relationship Banker

TD

Marlton (NJ)

On-site

USD 30,000 - 40,000

Full time

3 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

TD Bank in Marlton, New Jersey is seeking a banking professional who partners with clients to achieve financial goals by delivering personalized solutions. You will acquire and deepen client relationships through consultative engagement, strong product knowledge, and disciplined execution that align with TD's risk standards.

Responsibilities include guiding clients on mortgage inquiries, cross-selling TD products, and maintaining compliant, accurate documentation while delivering a trusted,

Qualifications

1+ years of client-facing service or sales experience.
Experience educating clients on financial products and services.
Basic Microsoft Office skills and ability to complete training.

Responsibilities

Drive client acquisition and deepen relationships through consultative engagement.
Explain TD products clearly, helping clients choose appropriate solutions.
Adhere to risk and regulatory standards and document interactions accurately.
Educate clients on TD digital capabilities to support financial well-being.
Provide ongoing guidance and follow-up to build trusted relationships.

Skills

Client relationship building

Sales

Communication skills

Banking product knowledge

Regulatory knowledge

Education

High School Diploma or GED

1+ years experience engaging with clients in service or sales

Teller or cash-handling experience

Experience educating clients on products and services

NMLS registration (or ability to obtain)

Notary License (preferred)

Job description

Responsibilities include guiding clients on mortgage inquiries, cross-selling TD products, and maintaining compliant, accurate documentation while delivering a trusted,

Get your free, confidential resume review.

or drag and drop your file here.