Relationship Banker I: Grow Client Relationships

TD

Bridgeport (CT)

On-site

USD 33,000 - 44,000

Full time

10 days ago
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Job summary

TD in Bridgeport, CT is seeking a banking professional to acquire and deepen client relationships by delivering personalized, risk-aware banking solutions. You will engage clients with consultative discovery, guide them through TD's products, and maintain compliant documentation and processes.

The role requires a High School Diploma or GED and 1+ year of client-facing experience; NMLS eligibility and notary license are preferred.

Qualifications

  • High School Diploma or GED is required or equivalent experience.
  • 1+ year of experience engaging with clients in a service, sales, or relationship-building role.
  • Teller or cash-handling experience in a financial institution is preferred.
  • Ability to communicate clearly with clients and colleagues and manage multiple tasks in a fast-paced environment.
  • NMLS registration eligibility and notary license are preferred.

Responsibilities

  • Acquire and deepen client relationships through consultative engagement and suitable TD products and services.
  • Engage clients via walk-ins, outreach, and referrals; conduct needs-based discovery.
  • Explain options clearly and connect clients to appropriate mortgage or banking solutions.
  • Ensure accurate documentation, risk awareness, and regulatory compliance in all interactions.

Skills

Client engagement
Communication
Multi-tasking
MS Office
Sales experience

Education

High School Diploma or GED

Job description

TD in Bridgeport, CT is seeking a banking professional to acquire and deepen client relationships by delivering personalized, risk-aware banking solutions. You will engage clients with consultative discovery, guide them through TD's products, and maintain compliant documentation and processes.

The role requires a High School Diploma or GED and 1+ year of client-facing experience; NMLS eligibility and notary license are preferred.

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