Personal Banking Relationship Advisor

TD; Middletown (CT); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in Middletown, CT is seeking a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution. You will explain products clearly, deliver personalized solutions, and act as a trusted advisor while meeting regulatory standards.

Responsibilities include client discovery, cross-selling appropriate products, and ensuring accurate documentation. The role emphasizes a client-first approach with ongoing guidance on TD products and

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 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.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Ability to exercise sound judgment and problem-solving skills in client interactions.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Ability to complete required job-related training upon hire.
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.
• Notary License (or ability to obtain) preferred.

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location.
• Engages clients through walk-in opportunities, lead management, and outreach.
• Explains options clearly, including features, benefits, and risks.
• Delivers personalized solutions and next best actions.
• Adheres to policies, risk management, and regulatory requirements.

Education

High School Diploma or GED

1+ years of client engagement experience

Teller or cash-handling experience

Experience educating clients on products

Clear communication with clients and colleagues

Multi-tasking and deadline management

Sound judgment and problem-solving skills

Proficiency with Microsoft Office

Complete required job-related training

NMLS registration (or ability to obtain)

Notary license or ability to obtain

Job description

TD Bank in Middletown, CT is seeking a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution. You will explain products clearly, deliver personalized solutions, and act as a trusted advisor while meeting regulatory standards.

Responsibilities include client discovery, cross-selling appropriate products, and ensuring accurate documentation. The role emphasizes a client-first approach with ongoing guidance on TD products and