Relationship Banker I — Build Trusted Client Partnerships

TD Bank, N.A.

Montville Township (NJ)

On-site

USD 33,000 - 45,000

Full time

7 days ago
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Job summary

TD Bank, N.A. in Montville, NJ seeks a banking professional to deliver personalized financial solutions and deepen client relationships. You will engage customers with a consultative approach, explain product options clearly, and drive growth while complying with risk and regulatory standards.

The role emphasizes mortgage product discussions, proactive outreach, and strong client service in a fast-paced retail banking environment.

Qualifications

  • High School Diploma or GED, 1+ years in a service/sales/relationship role.
  • Teller or cash-handling experience preferred in a financial institution.
  • Ability to educate clients on products and services in a consultative manner.
  • Clear and effective communication with clients and colleagues.
  • Willingness to obtain/maintain NMLS registration as required.

Responsibilities

  • Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach.
  • Applies foundational banking knowledge to interpret client needs and validate understanding.
  • Deliver personalized solutions and next best actions, connecting clients to appropriate products and services.
  • Engages clients on mortgage products, referring for mortgage solutions when appropriate.
  • Adheres to all policies, procedures, and regulatory requirements.

Skills

Client engagement
Relationship building
Communication skills
Sales mindset
Multitasking

Education

High School Diploma or GED
Notary License (preferred)

Tools

Microsoft Office

Job description

TD Bank, N.A. in Montville, NJ seeks a banking professional to deliver personalized financial solutions and deepen client relationships. You will engage customers with a consultative approach, explain product options clearly, and drive growth while complying with risk and regulatory standards.

The role emphasizes mortgage product discussions, proactive outreach, and strong client service in a fast-paced retail banking environment.

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