Relationship Banker II: Multilocational Client Advisor

TD Bank, N.A.; New York (NY); Vor Ort; USD 35.000 - 50.000; Vollzeit

Zusammenfassung

TD Bank, N.A. in Little Neck, NY is seeking a banking professional to cultivate client relationships across locations, delivering personalized solutions to support long-term financial goals.

You will acquire new clients and deepen existing relationships through consultative engagement and risk-compliant execution. You will travel within the designated area to multiple work locations, engaging in needs-based guidance with a broad product knowledge, while ensuring seamless referrals and strong TD

Qualifikationen

• 2+ years of client sales or relationship banking experience.
• Willingness to travel same-day across locations within a designated area.
• Strong communication and consultative selling skills.
• Must obtain NMLS registration; Notary license preferred.

Aufgaben

• Cultivate and grow client relationships through leads management and outbound efforts across bank locations.
• Provide needs-based guidance and tailored product recommendations to clients.
• Develop and deliver mortgage and other lending referrals within the TD network.
• Ensure compliance with TD policies, risk standards, and documentation requirements.
• Build trust and improve client outcomes through proactive outreach.

Kenntnisse

Sales experience

Relationship building

Consultative selling

Client engagement

Ausbildung

High School Diploma or GED

Tools

Microsoft Office

Jobbeschreibung

TD Bank, N.A. in Little Neck, NY is seeking a banking professional to cultivate client relationships across locations, delivering personalized solutions to support long-term financial goals.

You will acquire new clients and deepen existing relationships through consultative engagement and risk-compliant execution. You will travel within the designated area to multiple work locations, engaging in needs-based guidance with a broad product knowledge, while ensuring seamless referrals and strong TD