Relationship Banker - Drive Client Growth & Financial Wellness

TD Bank Group; New York (NY); Presencial; USD 33.000 - 45.000; Tempo integral

Resumo da vaga

TD Bank Group in New York, NY seeks a banking professional to acquire and deepen client relationships through consultative engagement and personalized financial solutions. You will help clients achieve their goals by understanding needs, explaining options, and offering TD products while following risk and regulatory standards.

Responsibilities include walking in clients, following up on leads, and delivering accurate documentation, with a strong emphasis on a client-first experience and

Qualificações

• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• Ability to educate clients on products and services in a consultative manner.
• Clear and effective communication with clients and colleagues.

Responsabilidades

• Drive client acquisition, retention, and relationship growth at the bank location.
• Engage clients through walk-ins, leads, and outbound outreach to uncover needs.
• Explain options clearly, including features, benefits and risks, and propose next steps.
• Deliver personalized solutions and guide clients to appropriate products or partners.
• Maintain accurate documentation and comply with policies and regulations.

Conhecimentos

Customer service

Sales

Relationship building

Formação

High School Diploma or GED

Notary license preferred

Descrição da vaga

TD Bank Group in New York, NY seeks a banking professional to acquire and deepen client relationships through consultative engagement and personalized financial solutions. You will help clients achieve their goals by understanding needs, explaining options, and offering TD products while following risk and regulatory standards.

Responsibilities include walking in clients, following up on leads, and delivering accurate documentation, with a strong emphasis on a client-first experience and