Client Relationship Banker

TD; Town of Mount Pleasant (NY); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank in Thornwood, NY is seeking a client-focused banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well-being. You will engage customers through walk-ins and outreach, explain TD options clearly, and connect clients with the right products while maintaining strict risk controls and regulatory compliance.

This role emphasizes exemplary service, teamwork, and the ability to manage priorities in a fast-paced environment

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• High School Diploma or GED (or equivalent combination of education and experience).
• Ability to obtain and maintain active NMLS registration if required.

Responsibilities

• Drive client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships.
• Deliver a welcoming, personalized client experience through meaningful discovery and trust-building.
• Educate clients on TD products, services, and digital capabilities to simplify banking and improve financial wellness.
• Apply sound judgment balancing client needs with risk and compliance requirements.
• Explain options clearly, including benefits and risks, to help clients make informed decisions.
• Maintain accurate documentation and follow regulatory procedures in every interaction.

Skills

Communication skills

Multitasking

Relationship building

Client service

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Thornwood, NY is seeking a client-focused banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well-being. You will engage customers through walk-ins and outreach, explain TD options clearly, and connect clients with the right products while maintaining strict risk controls and regulatory compliance.

This role emphasizes exemplary service, teamwork, and the ability to manage priorities in a fast-paced environment