Relationship Banker I — Trusted Banking Advisor

TD Bank Group; New York (NY); Presencial; USD 33.000 - 45.000; A tiempo parcial

Descripción de la vacante

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

The role emphasizes walking-in opportunities, lead management, and outbound outreach to build meaningful connections and drive long-term financial progress for clients.

Formación

• High School Diploma or GED.
• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• demonstrated ability to communicate with clients and colleagues clearly and effectively.

Responsabilidades

• Acquiring and deepening client relationships through consultative engagement.
• Deliver personalized financial solutions while adhering to risk and regulatory standards.
• Explain TD products clearly and guide clients to appropriate next steps.
• Drive client acquisition and retention through proactive outreach and follow-up.
• Maintain accurate documentation and support a client-first experience.

Conocimientos

Relationship building

Consultative selling

Product knowledge

Regulatory compliance awareness

Communication

Educación

High School Diploma or GED

Herramientas

Microsoft Office

Descripción del empleo

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

The role emphasizes walking-in opportunities, lead management, and outbound outreach to build meaningful connections and drive long-term financial progress for clients.