Relationship Banker I — Grow Client Relationships

TD Bank, N.A.; Freehold (NJ); Presencial; USD 31.000 - 40.000; Tempo integral

Resumo da vaga

TD Bank Group in Freehold, New Jersey is seeking a banking professional who partners with clients to help them confidently achieve their financial goals by delivering personalized solutions and guidance. The role emphasizes acquiring and deepening client relationships through consultative engagement while adhering to TD's risk and regulatory standards.

Responsibilities include engaging clients on mortgage products, providing ongoing guidance, and ensuring accurate documentation to support

Qualificações

• High School Diploma or GED or equivalent.
• 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 with clients and colleagues.
• Ability to obtain and maintain relevant licenses (NMLS) and notary where required.

Responsabilidades

• Drives client acquisition, retention, and relationship growth for the bank location.
• Engages clients with discovery, explains options, and recommends TD solutions.
• Acquires and deepens client relationships through consultative engagement.
• Delivers personalized solutions and next best actions with disciplined execution.
• Ensures accurate documentation and adherence to risk and regulatory standards.
• Provides ongoing guidance to improve client financial wellness.

Conhecimentos

Client engagement

Relationship building

Communication

Time management

Problem solving

Formação

High School Diploma or GED

NMLS registration (or ability to obtain)

Notary license (or ability to obtain)

Ferramentas

Microsoft Office

Descrição da vaga

TD Bank Group in Freehold, New Jersey is seeking a banking professional who partners with clients to help them confidently achieve their financial goals by delivering personalized solutions and guidance. The role emphasizes acquiring and deepening client relationships through consultative engagement while adhering to TD's risk and regulatory standards.

Responsibilities include engaging clients on mortgage products, providing ongoing guidance, and ensuring accurate documentation to support