Client Relationship Banker

TD; Union (NJ); On-site; USD 34,000 - 47,000; Full time

Job summary

TD Bank is seeking a detail-oriented banking professional in Union, NJ to cultivate and sustain client relationships, delivering personalized financial guidance and solutions while upholding risk and regulatory standards. The role focuses on acquiring new clients and deepening existing relationships through consultative engagement and disciplined execution.

Responsibilities include proactive client conversations, needs-based product recommendations, and effective referrals.

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship building capacity.
• Prior experience in a banking environment preferred (teller, platform, or relationship banking).
• Demonstrated ability to conduct consultative client conversations and uncover needs.
• Ability to obtain and maintain NMLS registration as required; Notary license preferred.

Responsibilities

• Cultivates and sustains long term client relationships through leads management and outbound efforts.
• Leads client engagement across walk-in, appointment, and outbound opportunities with discovery and needs-based guidance.
• Provides tailored guidance on a broad range of banking products and services while ensuring compliance.
• Delivers advocacy for the client experience and collaborates with TD's network of experts.

Skills

Client relationship building

Sales experience

Strong communication

Time management

Education

High School Diploma or GED

Job description

TD Bank is seeking a detail-oriented banking professional in Union, NJ to cultivate and sustain client relationships, delivering personalized financial guidance and solutions while upholding risk and regulatory standards. The role focuses on acquiring new clients and deepening existing relationships through consultative engagement and disciplined execution.

Responsibilities include proactive client conversations, needs-based product recommendations, and effective referrals.