Relationship Banker I: Personal Banking & Growth

TD; Charleston (SC); Vor Ort; USD 31.000 - 40.000; Vollzeit

Zusammenfassung

TD in Charleston, SC is hiring for a client-focused banking role that partners with clients to help achieve financial goals. You will drive acquisition and deepen relationships through consultative engagement, leveraging product knowledge and disciplined execution while adhering to regulatory standards.

The role emphasizes personalized solutions, discovery to uncover client needs, and guiding clients to appropriate TD products and digital tools.

Qualifikationen

• 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.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Ability to obtain and maintain active NMLS registration as required for the role.
• Notary License (or ability to obtain) preferred.

Aufgaben

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners.
• Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities.
• Builds and strengthens client relationships through consistent, personalized interactions that reflect a client-first approach.

Kenntnisse

Client engagement

Relationship building

Communication

Time management

Problem solving

Ausbildung

High School Diploma or GED

1+ years of experience in service/sales/relationship role

Teller/cash-handling experience

Experience educating clients on products

Clear communication with clients and colleagues

Multitasking and meeting deadlines

Microsoft Office proficiency

NMLS registration obtainable

Notary license preferred

Tools

Microsoft Office

Jobbeschreibung

TD in Charleston, SC is hiring for a client-focused banking role that partners with clients to help achieve financial goals. You will drive acquisition and deepen relationships through consultative engagement, leveraging product knowledge and disciplined execution while adhering to regulatory standards.

The role emphasizes personalized solutions, discovery to uncover client needs, and guiding clients to appropriate TD products and digital tools.