Relationship Banker: Build Lasting Financial Partnerships

TD; Bridgewater (MA); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank is seeking a Banking Professional in Bridgewater, NJ to help clients achieve financial goals by delivering personalized solutions with solid product knowledge. You will engage clients through walk-ins, outbound outreach, and referrals, building trusted relationships while adhering to risk and regulatory standards.

Responsibilities include discovering client needs, explaining options clearly, connecting customers with mortgage or lending solutions, and following up to support long-term

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.

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities.
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners.
• Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities.

Skills

Client engagement

Communication skills

Cash handling

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank is seeking a Banking Professional in Bridgewater, NJ to help clients achieve financial goals by delivering personalized solutions with solid product knowledge. You will engage clients through walk-ins, outbound outreach, and referrals, building trusted relationships while adhering to risk and regulatory standards.

Responsibilities include discovering client needs, explaining options clearly, connecting customers with mortgage or lending solutions, and following up to support long-term