Client Relationship Banker: Personal Finance Partner

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

Job summary

TD Bank Group in Union, New Jersey is seeking a banking professional who will actively engage clients, drive acquisition and deepen relationships through consultative interactions. You will explain TD products clearly and offer personalized financial solutions while adhering to risk and regulatory standards.

The role emphasizes proactive client discovery, accurate documentation, and ongoing guidance to improve clients’ financial wellness.

Qualifications

• High school diploma or GED required; college education is a plus.
• Customer-facing experience in service/sales/relationship roles.
• Ability to communicate clearly and manage multiple tasks in a fast-paced environment.

Responsibilities

• Drives client acquisition and relationship growth by engaging clients through walk-ins, outreach, and follow-up.
• Uncovers client needs through discovery and explains TD products with clear options and risks.
• Delivers personalized solutions and next steps, documenting interactions and maintaining compliance.

Skills

Communication skills

Relationship building

Customer service

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Union, New Jersey is seeking a banking professional who will actively engage clients, drive acquisition and deepen relationships through consultative interactions. You will explain TD products clearly and offer personalized financial solutions while adhering to risk and regulatory standards.

The role emphasizes proactive client discovery, accurate documentation, and ongoing guidance to improve clients’ financial wellness.