Relationship Banker I: Grow Client Relationships & Mortgage

TD Bank Group; New York (NY); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group in Brooklyn, NY seeks a banking professional to acquire and deepen client relationships by delivering personalized solutions while adhering to risk and regulatory standards. The role focuses on guiding clients through mortgage inquiries, cross-selling opportunities, and providing ongoing financial guidance.

The position emphasizes engagement, discovery, and clear communication. You will serve as a trusted advisor, balancing goals with compliance, while contributing to TD’s

Qualifications

• High School Diploma or GED required.
• 1+ years in a service/sales/relationship role.
• Teller or cash-handling experience preferred.
• Experience educating clients on products/services.

Responsibilities

• Acquire and deepen client relationships through walk-ins, outreach, and discovery.
• Explain options with clear, simple language and outline benefits/risks.
• Provide personalized solutions and next steps, connecting to products or partners.
• Maintain documentation accurately and comply with risk policies.

Skills

Client engagement

Sales oriented

Communication

multitasking

Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Brooklyn, NY seeks a banking professional to acquire and deepen client relationships by delivering personalized solutions while adhering to risk and regulatory standards. The role focuses on guiding clients through mortgage inquiries, cross-selling opportunities, and providing ongoing financial guidance.

The position emphasizes engagement, discovery, and clear communication. You will serve as a trusted advisor, balancing goals with compliance, while contributing to TD’s