Personal Banking Relationship Advisor

TD Bank Group; New York, Northern (NY, KY); Hybrid; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group in Ridgewood, NY is seeking a banking professional to build relationships with clients, help them achieve financial goals, and offer personalized solutions while adhering to risk and regulatory standards.

The role focuses on acquiring and deepening client relationships through consultative engagement, mortgage inquiries, and guiding customers to TD products and digital tools; requires a high school diploma and 1+ year in service or sales; notary preferred; on-site position.

Qualifications

• High school diploma or GED required; equivalent experience considered.
• 1+ year in service, sales, or relationship-building role.
• Ability to communicate clearly and manage multiple tasks in a fast-paced setting.

Responsibilities

• Acquire and deepen client relationships through walk-ins and outreach.
• Explain TD products, features, benefits, and risks in plain language.
• Provide ongoing guidance to improve client financial wellness and satisfaction.

Skills

Client engagement

Relationship building

Sales oriented

Communication skills

Education

High School Diploma or GED

1+ years of customer service experience

Job description

TD Bank Group in Ridgewood, NY is seeking a banking professional to build relationships with clients, help them achieve financial goals, and offer personalized solutions while adhering to risk and regulatory standards.

The role focuses on acquiring and deepening client relationships through consultative engagement, mortgage inquiries, and guiding customers to TD products and digital tools; requires a high school diploma and 1+ year in service or sales; notary preferred; on-site position.