Personal Banking Relationship Specialist

TD; Town of Chazy (NY); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank US in Chazy, NY seeks a banking professional who will help clients reach financial goals by delivering personalized solutions and strong product knowledge. You will acquire and deepen client relationships through consultative engagement and disciplined execution in a risk-aware environment.

The role emphasizes mortgage and everyday banking guidance, education on TD products, and a client-first approach while maintaining regulatory compliance and accurate documentation.

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.
• 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 obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Notary License (or ability to obtain) preferred.

Responsibilities

• Drives client acquisition and deepens relationships by engaging with clients in person and following up on opportunities.
• Explains banking options, features, benefits and risks in clear terms to help clients make informed decisions.
• Delivers personalized solutions and next steps, connecting clients to products or partners.
• Ensures documentation is accurate and compliant with risk and regulatory standards.
• Provides ongoing guidance about TD products, services, and digital tools to improve financial wellness.

Skills

Customer service

Sales experience

Communication skills

Microsoft Office

Education

High School Diploma or GED

Tools

NMLS

Job description

TD Bank US in Chazy, NY seeks a banking professional who will help clients reach financial goals by delivering personalized solutions and strong product knowledge. You will acquire and deepen client relationships through consultative engagement and disciplined execution in a risk-aware environment.

The role emphasizes mortgage and everyday banking guidance, education on TD products, and a client-first approach while maintaining regulatory compliance and accurate documentation.