Relationship Banker I: Client-Focused Financial Advisor

TD Bank, N.A.; Village of Westhampton Beach (NY); On-site; USD 50,000 - 68,000; Full time

Job summary

TD Bank, N.A. in Westhampton Beach, NY seeks a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution while adhering to risk standards.

The role involves guiding clients on mortgage products, delivering personalized solutions, and ensuring accurate documentation in a fast-paced environment. Strong communication and NMLS readiness are required.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 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.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.
• Notary License (or ability to obtain) preferred.

Responsibilities

• Deliver a welcoming, personalized client experience through discovery.
• Resolve client concerns end-to-end and escalate when needed.
• Drive client acquisition and relationship growth for the location.
• Balance client needs with risk and compliance in documentation.
• Promote TD products and digital capabilities to improve financial wellness.

Skills

Client engagement

Relationship building

Communication skills

Sales skills

Consultative selling

Education

High School Diploma or GED

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

Demonstrated ability to communicate clearly and effectively with clients and colleagues

Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment

Basic proficiency with Microsoft Office or similar workplace technologies

Ability to obtain and maintain active registration with the NMLS

Notary License (or ability to obtain) preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. in Westhampton Beach, NY seeks a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution while adhering to risk standards.

The role involves guiding clients on mortgage products, delivering personalized solutions, and ensuring accurate documentation in a fast-paced environment. Strong communication and NMLS readiness are required.