Relationship Banker — Grow Client Wealth

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

Job summary

TD Bank in Plainview, NY is seeking a banking professional to help clients achieve their financial goals through consultative engagement and personalized solutions. The role emphasizes risk-aware banking, strong product knowledge, and disciplined execution to deepen client relationships.

You will work with mortgage products and residential lending activities while adhering to TD’s regulatory standards and delivering a differentiated client experience.

Qualifications

• 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 manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment

Responsibilities

• Drives client acquisition at the bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach
• Engages clients with curiosity and conducts meaningful discovery to uncover needs and goals
• Explains banking options clearly, including features, benefits, and risks, to help clients make informed decisions
• Delivers personalized solutions and next best actions by connecting clients to products or partners
• Maintains trust by ongoing guidance and education on TD products and digital capabilities

Skills

Client engagement

Clear communication

Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Plainview, NY is seeking a banking professional to help clients achieve their financial goals through consultative engagement and personalized solutions. The role emphasizes risk-aware banking, strong product knowledge, and disciplined execution to deepen client relationships.

You will work with mortgage products and residential lending activities while adhering to TD’s regulatory standards and delivering a differentiated client experience.