Personal Banking Relationship Advisor

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

Job summary

TD Bank in New York seeks a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution. You will help clients stay on track with their financial goals, presenting personalized solutions and guiding them through TD’s products and digital tools.

The role emphasizes meaningfully discovering client needs, explaining options clearly, and maintaining strong compliance.

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 acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful discovery to uncover client needs.
• Applies banking knowledge to interpret client needs and validate understanding.
• Explains relevant options, including features, benefits, and risks, in simple language to help clients make informed decisions.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products or partners.
• Executes with accuracy and discipline, establishing clear next steps and follow-up.
• Serves as a trusted client advocate by educating clients on TD products and digital capabilities.
• Builds and strengthens client relationships through consistent, personalized interactions.
• Engages clients on mortgage products, accepting mortgage inquiries or referrals when appropriate.
• Adheres to policies, procedures, and regulatory requirements with accurate documentation and risk awareness.

Skills

Customer service

Sales skills

Relationship building

Communication

Problem solving

Time management

Office software

Education

High School Diploma or GED

NMLS registration knowledge

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank in New York seeks a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution. You will help clients stay on track with their financial goals, presenting personalized solutions and guiding them through TD’s products and digital tools.

The role emphasizes meaningfully discovering client needs, explaining options clearly, and maintaining strong compliance.