Relationship Banker: Grow Client Wealth & Trust

TD Bank; New York (NY); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank in New York, NY seeks a banking professional to acquire and deepen client relationships by delivering personalized financial solutions and education. The role emphasizes consultative engagement, product knowledge, and disciplined execution within TD's risk framework.

Responsibilities include engaging clients, explaining options, and connecting them to TD products and partners while maintaining regulatory standards and accurate documentation.

Qualifications

• High School Diploma or GED (or equivalent).
• 1+ years of experience engaging with clients in service/sales/relationship roles.
• Experience educating clients on products and services in a consultative manner.
• Strong communication and interpersonal skills; ability to explain options clearly.
• Basic proficiency with Microsoft Office.
• Demonstrated ability to manage multiple tasks and meet deadlines.

Responsibilities

• Drive client acquisition at the bank location through walk-ins, outreach and follow-up.
• Engage clients with discovery to uncover needs and priorities.
• Explain banking options and risks in simple, transparent language.
• Deliver personalized solutions and connect clients to appropriate products or partners.
• Execute with accuracy, establish next steps and follow-up to grow relationships.
• Educate clients on TD products and digital capabilities to improve financial wellbeing.
• Build and strengthen client relationships with a client-first approach.
• Assist with mortgage inquiries or referrals for mortgage solutions where appropriate.
• Adhere to policies, procedures and regulatory requirements; maintain accurate documentation.

Job description

TD Bank in New York, NY seeks a banking professional to acquire and deepen client relationships by delivering personalized financial solutions and education. The role emphasizes consultative engagement, product knowledge, and disciplined execution within TD's risk framework.

Responsibilities include engaging clients, explaining options, and connecting them to TD products and partners while maintaining regulatory standards and accurate documentation.