Relationship Banker I — Mortgage & Client Growth

TD Bank Group; Town of Ossining (NY); Presencial; USD 33 000 - 45 000; Tempo integral

Resumo da oferta

TD Bank in Ossining, NY, is seeking a banking professional to engage clients, deepen relationships, and provide consultative product guidance. You will identify client needs, explain options clearly, and connect customers with the right banking solutions while maintaining risk and regulatory standards.

Responsibilities include initiating conversations at walk-ins, lead follow-up, and outbound outreach; delivering personalized service; and supporting financial wellness with TD products and

Qualificações

• High School Diploma or GED or equivalent.
• 1+ years of experience engaging with clients in service, sales, or relationship-building.
• Experience educating clients on products and services in a consultative manner.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Basic proficiency with Microsoft Office or similar workplace technologies.

Responsabilidades

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners.
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies.
• Builds and strengthens client relationships through consistent, personalized interactions that reflect a client-first approach.

Conhecimentos

Customer service

Relationship building

Communication

Time management

Microsoft Office

Formação académica

High School Diploma or GED

NMLS licensing (or ability to obtain)

Notary License (preferred)

Ferramentas

Microsoft Office

Descrição da oferta de emprego

TD Bank in Ossining, NY, is seeking a banking professional to engage clients, deepen relationships, and provide consultative product guidance. You will identify client needs, explain options clearly, and connect customers with the right banking solutions while maintaining risk and regulatory standards.

Responsibilities include initiating conversations at walk-ins, lead follow-up, and outbound outreach; delivering personalized service; and supporting financial wellness with TD products and