Personal Banking & Mortgage Advisor

TD Bank

New York (NY)

On-site

USD 33,000 - 44,000

Part time

4 days ago

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Job summary

TD Bank in New York is seeking a part-time banking professional to engage clients, build relationships, and deliver personalized financial solutions. You will assist with mortgage inquiries, educate clients on TD products, and uphold risk and regulatory standards in daily interactions.

The role emphasizes customer service, effective communication, and the ability to manage multiple tasks in a fast-paced banking environment.

Qualifications

High School Diploma or GED required.
1+ years of client service, sales, or relationship-building experience.
Experience educating clients on products and services in a consultative manner.
Strong communication skills with clients and colleagues.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
NMLS registrationable or able to obtain; Notary license preferred.

Responsibilities

Drive client acquisition at the bank location through walk-ins, leads, and outreach.
Engage clients with purposeful discovery to uncover needs and priorities.
Explain options clearly, including features, benefits, and risks, to aid informed decisions.
Deliver personalized solutions and connect clients to appropriate products or services.
Maintain accurate documentation and follow up to support long-term relationships.
Educate clients about TD products and digital capabilities to improve financial wellness.