Part-Time Relationship Banker: Help Clients Reach Goals

TD Bank Group; Succasunna, Northern (NJ, KY); Hybrid; USD 33,000 - 44,000; Part time

Job summary

TD Bank in Succasunna, New Jersey is seeking a banking professional focused on acquiring and deepening client relationships through consultative engagement and disciplined execution. You will help clients achieve financial goals by offering personalized solutions and ensuring compliance and accurate documentation.

The role emphasizes relationship-building, product knowledge, and adherence to TD's risk standards while guiding clients through mortgage inquiries and banking services.

Qualifications

• High School Diploma or GED or equivalent with 1+ year client-facing experience.
• Ability to obtain and maintain NMLS registration.
• Notary license preferred or ability to obtain.

Responsibilities

• Drive client acquisition at a banking location through walk-ins, leads, and outreach.
• Conduct needs-based discovery and explain banking options clearly.
• Offer personalized solutions and next steps to clients.
• Educate clients on TD products and digital capabilities to improve financial wellness.
• Maintain risk awareness and document interactions per policy.

Skills

Communication

Customer Service

Problem Solving

MS Office

Education

High School Diploma or GED

NMLS registration (required)

Notary License preferred

Tools

NMLS/Regulatory knowledge

Job description

TD Bank in Succasunna, New Jersey is seeking a banking professional focused on acquiring and deepening client relationships through consultative engagement and disciplined execution. You will help clients achieve financial goals by offering personalized solutions and ensuring compliance and accurate documentation.

The role emphasizes relationship-building, product knowledge, and adherence to TD's risk standards while guiding clients through mortgage inquiries and banking services.