Relationship Banker: Mortgage & Financial Growth

TD

Newark (NJ)

On-site

USD 33,000 - 45,000

Full time

8 days ago

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Job summary

TD in Newark, New Jersey seeks a banking professional to acquire and deepen client relationships by delivering personalized solutions that support overall financial well-being. You will engage clients, explain banking options, and guide them to appropriate TD products while ensuring risk and regulatory compliance.

Key responsibilities include walk-in acquisition, discovery of client needs, and providing ongoing guidance to simplify banking and improve financial wellness.

Qualifications

  • High school diploma or GED required.
  • 1+ years of client service, sales, or relationship-building experience.
  • Teller or cash-handling experience preferred.
  • Experience educating clients on products in a consultative manner.
  • Clear, effective communication with clients and colleagues.
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
  • NMLS registration eligibility or active license is required or preferred.

Responsibilities

  • Acquire and deepen client relationships through consultative engagement.
  • Engage clients through walk-ins, leads, and outreach to help reach financial goals.
  • Explain options clearly, including features, benefits, and risks.
  • Deliver personalized financial solutions and next steps.
  • Reinforce client relationships with accurate documentation and follow-up.
  • Educate clients on TD products and digital capabilities to improve financial wellness.
  • Adhere to risk, compliance, and regulatory requirements in all actions.

Skills

Relationship building
Communication
Sales understanding

Education

High School Diploma or GED
NMLS registration (or ability to obtain)
Notary license (or ability to obtain)

Tools

Microsoft Office

Job description

TD in Newark, New Jersey seeks a banking professional to acquire and deepen client relationships by delivering personalized solutions that support overall financial well-being. You will engage clients, explain banking options, and guide them to appropriate TD products while ensuring risk and regulatory compliance.

Key responsibilities include walk-in acquisition, discovery of client needs, and providing ongoing guidance to simplify banking and improve financial wellness.

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