Onsite Relationship Banker — Grow Clients’ Financial Goals

TD Bank; Miami (FL); On-site; USD 47,000 - 60,000; Full time

Job summary

TD Bank in Miami, FL is seeking a banking professional to acquire and deepen client relationships through consultative engagement and personalized financial solutions. The role focuses on guiding clients to TD products and digital tools while maintaining strict regulatory compliance.

Responsibilities include engaging walk-in clients, identifying needs, and delivering next best actions with a client-first approach.

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services in a consultative manner.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners.
• Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank.

Skills

Client service

Communication skills

Multi-tasking

Microsoft Office

Education

High School Diploma or GED

Job description

TD Bank in Miami, FL is seeking a banking professional to acquire and deepen client relationships through consultative engagement and personalized financial solutions. The role focuses on guiding clients to TD products and digital tools while maintaining strict regulatory compliance.

Responsibilities include engaging walk-in clients, identifying needs, and delivering next best actions with a client-first approach.