Personal Banking Relationship Specialist

TD; New York (NY); On-site; USD 33,000 - 45,000; Full time

Job summary

TD in New York is seeking a banking professional to acquire and deepen client relationships, delivering personalized solutions that support financial well‑being. You will guide clients through product options, including mortgage opportunities, while maintaining compliance and risk controls.

The role emphasizes consultative engagement, accurate documentation, and ongoing guidance to simplify banking and enhance financial wellness for clients.

Qualifications

• High School Diploma or GED or equivalent.
• 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.
• Ability to obtain and maintain active NMLS registration as required for the role.
• Notary License (or ability to obtain) preferred.

Responsibilities

• Delivers a welcoming, personalized client experience through meaningful discovery and relationship building.
• Drives client acquisition, retention, and relationship growth for the bank location.
• Explains TD products, services, and digital capabilities to clients.
• Adheres to policies, procedures, and regulatory requirements with strong risk awareness.

Skills

Client engagement

Communication

Multitasking

Education

High School Diploma or GED

NMLS registration (or ability to obtain)

Notary license (preferred)

Tools

Microsoft Office

Job description

TD in New York is seeking a banking professional to acquire and deepen client relationships, delivering personalized solutions that support financial well‑being. You will guide clients through product options, including mortgage opportunities, while maintaining compliance and risk controls.

The role emphasizes consultative engagement, accurate documentation, and ongoing guidance to simplify banking and enhance financial wellness for clients.