Relationship Banker: Drive Client Goals with Banking Solutions

TD; Ramsey (NJ); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank in Ramsey, New Jersey is seeking a client-focused Banking Associate to help clients achieve their financial goals by offering personalized solutions and guidance. You will engage with walk-ins and referrals to build relationships, explain banking options, and connect clients to mortgage and other TD products while adhering to risk and regulatory standards.

Ideal candidates have 1+ year experience in service/sales or relationship roles, a high school diploma, and strong communication

Qualifications

• High School Diploma or GED or equivalent.
• 1+ year experience in service, sales, or relationship-building.
• Experience educating clients on products and services.
• Clear communication and ability to manage multiple tasks.
• Notary license or NMLS eligibility preferred

Responsibilities

• Drive client acquisition and relationship growth via walk-ins and referrals.
• Explain banking options with clear, transparent language.
• Connect clients to mortgage products and other TD services.
• Adhere to TD's risk and regulatory standards in all interactions.
• Provide ongoing guidance to enhance the client’s financial well-being

Skills

Customer service

Sales

Relationship building

Education

High School Diploma or GED

Job description

TD Bank in Ramsey, New Jersey is seeking a client-focused Banking Associate to help clients achieve their financial goals by offering personalized solutions and guidance. You will engage with walk-ins and referrals to build relationships, explain banking options, and connect clients to mortgage and other TD products while adhering to risk and regulatory standards.

Ideal candidates have 1+ year experience in service/sales or relationship roles, a high school diploma, and strong communication