Relationship Banker: Grow Clients’ Wealth & Goals

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

Job summary

TD Bank in Orange, New Jersey, is seeking a banking professional to engage clients, uncover needs through consultative discovery, and offer personalized financial solutions. You will help clients achieve their goals by presenting TD products and guiding next steps, while upholding risk and regulatory standards.

The role emphasizes relationship-building, frequent client interactions, and reliable documentation to support ongoing financial progress and strong customer experiences.

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.

Responsibilities

• Drives client acquisition and deepens relationships by engaging with clients in person at the bank location.
• Conducts discovery to uncover client needs and explains TD products, services, and digital capabilities in clear terms.
• Delivers personalized solutions and next best actions, guiding clients to appropriate products or partners.
• Maintains accurate documentation and adheres to risk and regulatory standards.

Skills

Client engagement

Relationship building

Communication

Multitasking

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Orange, New Jersey, is seeking a banking professional to engage clients, uncover needs through consultative discovery, and offer personalized financial solutions. You will help clients achieve their goals by presenting TD products and guiding next steps, while upholding risk and regulatory standards.

The role emphasizes relationship-building, frequent client interactions, and reliable documentation to support ongoing financial progress and strong customer experiences.