Relationship Banker I — Grow Client Relationships

TD Bank, N.A.; Hauppauge (NY); On-site; USD 69,541,000 - 93,236,000; Full time

Job summary

TD Bank, N.A. is seeking a banking professional in Hauppauge, NY to acquire and deepen client relationships through consultative engagement and product knowledge. You will guide clients toward personalized solutions that support financial well-being while adhering to risk and regulatory standards.

Responsibilities include proactive outreach, discovery to uncover client needs, and delivering next-best actions across TD products and services with a client-first mindset.

Qualifications

• High School Diploma or GED (or equivalent)
• 1+ years of experience engaging with clients in service/sales/relationship roles
• Teller or cash-handling experience preferred
• Experience educating clients on products in a consultative manner
• Clear and effective communication with clients and colleagues
• Ability to multitask, prioritize, and meet deadlines in a fast-paced environment
• Ability to use Microsoft Office and similar tools
• Ability to obtain NMLS registration as required
• Notary license preferred

Responsibilities

• Deliver a welcomed, personalized client experience through meaningful discovery
• Serve as primary contact for client concerns and resolve issues or escalate as needed
• Drive client acquisition, retention, and relationship growth for the location
• Balance client needs with risk and compliance requirements
• Represent TD’s brand and client strategy in every interaction

Skills

Communication

Relationship building

Client discovery

Walk-in engagement

Education

High School Diploma or GED

Ability to obtain NMLS registration

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. is seeking a banking professional in Hauppauge, NY to acquire and deepen client relationships through consultative engagement and product knowledge. You will guide clients toward personalized solutions that support financial well-being while adhering to risk and regulatory standards.

Responsibilities include proactive outreach, discovery to uncover client needs, and delivering next-best actions across TD products and services with a client-first mindset.