Relationship Banker I: Client Advisory & Mortgage Support

TD Bank Group; New York (NY); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group in Brooklyn, NY is seeking a customer service oriented banking professional to acquire and deepen client relationships. You will engage clients, understand their financial goals, and offer personalized solutions in a consultative manner.

The role emphasizes risk awareness, regulatory compliance, and clear communication of TD products and digital capabilities to improve financial wellness for clients. This is an on-site position in a dynamic retail banking environment.

Qualifications

• High School Diploma or GED or equivalent
• 1+ years in service, sales, or relationship roles
• Experience educating clients on products/services
• Ability to obtain and maintain NMLS registration as required
• Notary license a plus

Responsibilities

• Drive client acquisition at the bank location through walk-ins and outreach
• Engage clients with discovery to uncover needs and priorities
• Explain options clearly, with features, benefits, and risks
• Deliver personalized banking solutions and next steps
• Maintain accurate documentation and adhere to regulatory standards
• Build long-term client relationships through consistent, personalized interactions

Skills

Client relations

Communication

Sales & service

Regulatory knowledge

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Brooklyn, NY is seeking a customer service oriented banking professional to acquire and deepen client relationships. You will engage clients, understand their financial goals, and offer personalized solutions in a consultative manner.

The role emphasizes risk awareness, regulatory compliance, and clear communication of TD products and digital capabilities to improve financial wellness for clients. This is an on-site position in a dynamic retail banking environment.