Relationship Banker I: Grow Client Relationships

TD Bank Group

South Pemberton (NJ)

On-site

USD 31,000 - 40,000

Full time

4 days ago
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Job summary

TD Bank Group is seeking a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. The role emphasizes delivering personalized solutions that support clients' financial well-being while adhering to risk and regulatory standards.

Responsibilities include engaging walk-in clients, identifying needs, explaining options, and connecting clients to appropriate TD products and services.

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.
  • Ability to obtain and maintain NMLS registration as required for the role.
  • Notary License preferred.

Responsibilities

  • Drive client acquisition and deepen relationships at the bank location.
  • Engage clients with curiosity and conduct needs-based discovery.
  • Clearly explain options, including features, benefits, and risks.
  • Deliver personalized solutions and next best actions to connect clients with appropriate products.
  • Maintain accuracy and compliance in documentation and processes.
  • Provide ongoing guidance on TD products, services and digital capabilities.

Skills

Consultative engagement
Client relationship building
Strong product knowledge
Effective communication
Regulatory and risk awareness

Education

High School Diploma or GED
Notary License (preferred)

Tools

Microsoft Office

Job description

TD Bank Group is seeking a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. The role emphasizes delivering personalized solutions that support clients' financial well-being while adhering to risk and regulatory standards.

Responsibilities include engaging walk-in clients, identifying needs, explaining options, and connecting clients to appropriate TD products and services.

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