Relationship Banker I (43rd & 3rd Ave.)

TD Bank; New York (NY); Vor Ort; USD 33.000 - 45.000; Vollzeit

Zusammenfassung

TD Bank Group in New York is seeking a banking professional who cultivates and sustains client relationships by delivering personalized banking solutions that support long-term financial goals. The role focuses on acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance, and disciplined execution while upholding TD's risk and regulatory standards.

You will engage in walk-in, appointment, and outbound conversations, applying strong financial

Qualifikationen

• High School Diploma or GED (or equivalent)
• 2+ years of experience engaging clients in a sales, service, or relationship-building capacity

Aufgaben

• Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility
• Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring customer satisfaction

Kenntnisse

Client engagement

Sales experience

Ausbildung

High School Diploma or GED

Jobbeschreibung

Work Location:

New York, New York, United States of America

Hours:

30

Pay Details:

$24.25 - $32.50 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business:

Personal & Commercial Banking Job Description:

This role is a banking professional that plays a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance supported by deep product knowledge and disciplined execution while upholding TD's risk and regulatory standards.

Depth & Scope:

• Cultivates and sustains long term client relationships through leads management and outbound efforts in a bank location; responsible for identifying opportunities that deepen client relationships that allow clients to meet their financial objectives
• Proactively engages in client conversations with curiosity, actively listening and accurately capturing information while leveraging TD systems and tools to identify appropriate client solutions and next best actions, ensuring consistent follow-through across all client commitments, including partner hand-offs
• Consistently leads client engagement across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships. Leads purposeful, goals‑based discovery with confidence, uncovering both expressed and unexpressed client needs through advanced questioning and active listening
• Applies strong banking and financial knowledge to interpret client needs and validate understanding. Provides clear, tailored guidance on a broader range of products and services, explaining options, benefits, and risks with confidence to support informed client decisions
• Delivers advanced, needs‑based guidance and manages more complex client scenarios ensuring recommendations reflect a holistic understanding of client goals and financial position while driving partner collaboration and ensuring effective execution of referrals
• Serves as a client advocate, anticipating client's needs to build and maintain deeper client relationships through ongoing engagement, personalized guidance continued to next best
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions or other residential lending activities
• Champions the charity experience by ensuring continuity, follow-through, and strong connection to TD's broader network of expertise
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Education & Experience:

• High School Diploma or GED (or equivalent combination of education and experience)
• 2+ years of experience engaging clients in a sales, service, or relationship building capacity, including
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Customer Accountabilities:

Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility

Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensur