Relationship Banker II — Personal Banking Specialist

TD; West Caldwell (NJ); On-site; USD 34,000 - 47,000; Full time

Job summary

TD Bank in West Caldwell, New Jersey, is seeking a Relationship Banker II to deliver consultative advice on banking solutions and build strong customer relationships. You will identify needs, present TD products, and guide customers toward appropriate financial options, while maintaining regulatory standards.

You will engage with both personal and commercial banking clients, use CRM tools to support outcomes, and contribute to a high-performing team focused on exceptional service.

Qualifications

• 2+ years of related experience with customers and/or sales.
• HS Diploma or GED required; 2 year degree preferred.
• Notary License (Preferred).
• Superior customer service skills and strong communication.
• Proficient in Microsoft Office.

Responsibilities

• Act as subject matter expert for personal and business banking products and policies.
• Identify customer needs and recommend TD solutions through consultative advice.
• Utilize CRM tools to assess customers and lead outbound opportunities.
• Handle teller transactions and maintain accuracy while following policies.
• Build and nurture relationships to deliver Legendary Customer service.

Skills

Customer service

Sales

Communication skills

Notary License (Preferred)

Education

HS Diploma or GED

2 year degree preferred

Tools

Microsoft Office

Job description

TD Bank in West Caldwell, New Jersey, is seeking a Relationship Banker II to deliver consultative advice on banking solutions and build strong customer relationships. You will identify needs, present TD products, and guide customers toward appropriate financial options, while maintaining regulatory standards.

You will engage with both personal and commercial banking clients, use CRM tools to support outcomes, and contribute to a high-performing team focused on exceptional service.