Relationship Banker: Personal Finance Advisor

TD Bank Group; Bridgewater Township (NJ); On-site; USD 33,000 - 45,000; Part time

Job summary

TD Bank Group in Bridgewater, New Jersey, is seeking a Banking Professional to engage clients, understand their financial goals, and deliver personalized solutions. You will help clients with in-branch consultations, explain TD products clearly, and guide them through mortgage inquiries or other lending opportunities as needed.

Applicants should have a high school diploma and 1+ year of client-facing experience in service or sales, with strong communication skills and the ability to multitask in

Qualifications

• High School Diploma or GED required or equivalent experience.
• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• Experience educating clients on products and services in a consultative manner.

Responsibilities

• Drive client acquisition and deepen relationships through walk-ins, lead management, and outbound outreach.
• Engage clients with discovery to uncover needs and priorities.
• Explain TD options clearly, including features, benefits, and risks, to help clients meet financial goals.
• Deliver personalized solutions and next-best actions, connecting clients to TD products or partners.
• Maintain accurate documentation and follow TD risk and regulatory standards.

Skills

Client engagement

Communication

Multitasking

Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Bridgewater, New Jersey, is seeking a Banking Professional to engage clients, understand their financial goals, and deliver personalized solutions. You will help clients with in-branch consultations, explain TD products clearly, and guide them through mortgage inquiries or other lending opportunities as needed.

Applicants should have a high school diploma and 1+ year of client-facing experience in service or sales, with strong communication skills and the ability to multitask in