Relationship Banker I: Build Client Relationships

TD; Northfield (NJ); Vor Ort; USD 31.000 - 40.000; Vollzeit

Zusammenfassung

TD is hiring for a banking professional in Northfield, New Jersey, to engage clients, uncover financial goals, and deliver personalized solutions that improve financial wellbeing. You’ll build relationships through consultative conversations, explain TD products clearly, and guide clients to appropriate banking options while meeting regulatory standards.

The role emphasizes client-first service, ongoing guidance on TD products and digital tools, and collaboration with the team to grow client

Qualifikationen

• 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.

Aufgaben

• Drives client acquisition in a bank location through walk-ins, lead management, and outreach.
• Engages clients to uncover needs and priorities with clear purpose for the interaction.
• Explains options clearly, including features, benefits, and risks, using simple language.
• Delivers personalized solutions and next best actions, connecting clients to products or partners.
• Maintains compliance with policies, risk controls, and documentation.

Kenntnisse

Customer service

Sales experience

Relationship building

Communication

Ausbildung

High School Diploma or GED

Notary License (preferred)

Tools

Microsoft Office

Jobbeschreibung

TD is hiring for a banking professional in Northfield, New Jersey, to engage clients, uncover financial goals, and deliver personalized solutions that improve financial wellbeing. You’ll build relationships through consultative conversations, explain TD products clearly, and guide clients to appropriate banking options while meeting regulatory standards.

The role emphasizes client-first service, ongoing guidance on TD products and digital tools, and collaboration with the team to grow client