Client Relationship Banker I – Grow Financial Wellness

TD; Orange (NJ); On-site; USD 33,000 - 44,000; Full time

Job summary

TD, a leading financial institution in Orange, NJ, seeks a client-focused banking professional to acquire and deepen relationships. You will partner with clients to understand goals, explain TD products clearly, and deliver personalized solutions that promote financial well-being, while maintaining risk controls and regulatory standards.

The role emphasizes relationship-driven service, mortgage inflows, and cross-selling within Personal & Commercial Banking with a strong emphasis on client

Qualifications

• Engages clients to understand needs and present appropriate solutions.
• Demonstrates ability to educate clients on products and services.
• Excels in a consultative sales process within a banking context.

Responsibilities

• Drive client acquisition through walk-ins, outreach and referrals.
• Identify client goals and articulate suitable banking options.
• Build trusted relationships through ongoing guidance and follow-up.
• Ensure accurate documentation and adherence to risk policies.
• Deliver TD's client-first experience across interactions and product referrals.

Skills

Client engagement

Relationship building

Sales skills

Communication

Banking knowledge

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD, a leading financial institution in Orange, NJ, seeks a client-focused banking professional to acquire and deepen relationships. You will partner with clients to understand goals, explain TD products clearly, and deliver personalized solutions that promote financial well-being, while maintaining risk controls and regulatory standards.

The role emphasizes relationship-driven service, mortgage inflows, and cross-selling within Personal & Commercial Banking with a strong emphasis on client