Relationship Banker II — Grow Client Relationships

TD Bank Group; Fanwood (NJ); Vor Ort; USD 34.000 - 47.000; Vollzeit

Zusammenfassung

TD Bank Group in Fanwood, New Jersey is seeking a banking professional to cultivate client relationships and deliver personalized banking solutions that support long-term financial goals. You will engage in consultative conversations to uncover needs and guide clients toward appropriate products and services.

The role emphasizes client acquisition, relationship deepening, and adherence to risk and regulatory standards, with collaboration across TD's broader network to fulfill referrals.

Qualifikationen

• 2+ years of experience engaging clients in a sales, service, or relationship building capacity.
• Prior banking experience including teller, platform, or relationship banking roles preferred.
• Demonstrated ability to conduct consultative client conversations, including uncovering needs and recommending appropriate products and services.
• Proficiency with Microsoft Office or similar workplace technologies; ability to complete required job-related training.

Aufgaben

• Cultivate and sustain long-term client relationships through leads management and outbound efforts in a bank location; identify opportunities to deepen client relationships and meet financial objectives.
• Lead client engagement across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships.
• Provide clear, tailored guidance on a broader range of products and services, explaining options, benefits, and risks to support informed decisions.
• Deliver needs-based guidance and manage more complex client scenarios, coordinating with partners to execute referrals.
• Act as a client advocate with ongoing engagement and proactive outreach to maintain client satisfaction and risk control.

Kenntnisse

Relationship building

Consultative selling

Mortgage/products knowledge

Regulatory compliance

Outbound outreach

Ausbildung

High School Diploma or GED

Jobbeschreibung

TD Bank Group in Fanwood, New Jersey is seeking a banking professional to cultivate client relationships and deliver personalized banking solutions that support long-term financial goals. You will engage in consultative conversations to uncover needs and guide clients toward appropriate products and services.

The role emphasizes client acquisition, relationship deepening, and adherence to risk and regulatory standards, with collaboration across TD's broader network to fulfill referrals.