Relationship Banker I: Build Client Wealth & Goals

TD Bank Group

Mount Laurel Township (NJ)

On-site

USD 31,000 - 40,000

Full time

5 days ago
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Job summary

TD Bank Group in Mount Laurel, New Jersey is seeking a Banking Associate to engage clients in walk-in and outreach activities, uncover needs, and present personalized financial solutions. You will help customers with everyday banking, mortgages, and related products while maintaining risk and regulatory standards.

The role emphasizes relationship-building, clear communication, and a client-first approach, with learning and growth opportunities across TD's wealth of banking services and digital

Qualifications

  • High School Diploma or GED required.
  • 1+ year of client service, sales, or relationship-building experience.
  • Teller or cash-handling experience preferred in a financial institution.
  • Experience educating clients on products and services in a consultative manner.
  • Demonstrated ability to communicate clearly and effectively with clients and colleagues.
  • Ability to obtain and maintain active NMLS registration; notary license preferred.

Responsibilities

  • Engage clients to identify financial goals and opportunities through discovery.
  • Drive client acquisition and deepen relationships at the bank location.
  • Explain TD product options clearly, including features, benefits, and risks.
  • Provide personalized solutions and next steps to clients.
  • Ensure accurate documentation and adherence to policies and regulatory requirements.
  • Educate clients on TD products, services, and digital capabilities to improve financial well-being.

Skills

Communication

Education

High School Diploma or GED
NMLS registration eligibility

Tools

Microsoft Office

Job description

TD Bank Group in Mount Laurel, New Jersey is seeking a Banking Associate to engage clients in walk-in and outreach activities, uncover needs, and present personalized financial solutions. You will help customers with everyday banking, mortgages, and related products while maintaining risk and regulatory standards.

The role emphasizes relationship-building, clear communication, and a client-first approach, with learning and growth opportunities across TD's wealth of banking services and digital

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