Relationship Banker I: Client Growth & Financial Wellness

TD Bank Group; Wyckoff (NJ); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group seeks a customer-focused banking professional in Wyckoff, NJ to acquire and deepen client relationships through consultative engagement and product knowledge. The role emphasizes walk-in and outreach efforts, clear guidance, and adherence to risk standards.

Ideal candidates will have 1+ years in client service or sales, strong communication skills, and a willingness to obtain mortgage licensing as needed. This position offers growth and is anchored in in-branch client service.

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
• Ability to exercise sound judgment and problem-solving skills in client interactions
• Basic proficiency with Microsoft Office or similar workplace technologies
• Ability to complete required job-related training upon hire
• 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

• Drive client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes
• Engage clients through walk-in opportunities, lead management, and outreach with a client-first approach
• Explain TD products, services, and digital capabilities in simple language to help clients make informed decisions
• Provide ongoing guidance and education to clients on financial goals and banking options
• Document accurately and maintain compliance with policies and regulatory requirements
• Build trusted relationships through personalized interactions and excellent service

Skills

Communication

Customer service

Multi-tasking

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group seeks a customer-focused banking professional in Wyckoff, NJ to acquire and deepen client relationships through consultative engagement and product knowledge. The role emphasizes walk-in and outreach efforts, clear guidance, and adherence to risk standards.

Ideal candidates will have 1+ years in client service or sales, strong communication skills, and a willingness to obtain mortgage licensing as needed. This position offers growth and is anchored in in-branch client service.