Relationship Banker – Personal & Mortgage Solutions

TD; Town of Ossining (NY); On-site; USD 33,000 - 45,000; Full time

Job summary

TD in Ossining, NY is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions and expert guidance in a consultative setting. You will help clients achieve their financial goals while adhering to TD's risk standards.

The role emphasizes mortgage inquiries, product knowledge, and a client-first approach, with a focus on building trust and long-term relationships across personal and commercial banking.

Qualifications

• This role requires a high school diploma or GED with strong customer-facing experience.
• Candidates should be eligible for NMLS registration and able to obtain/maintain it.
• Notary license is preferred but not required; basic office software skills are expected.

Responsibilities

• Acquire and deepen client relationships through walk-ins and outreach.
• Explain bank products clearly, outlining benefits, features, and risks.
• Provide personalized solutions and next steps to meet client goals.
• Ensure accurate documentation and adherence to regulatory requirements.
• Educate clients on TD products and digital capabilities for financial wellness.
• Manage multiple tasks with strong time management in a fast-paced environment.
• Maintain risk awareness and comply with AML and lending regulations.

Skills

Client engagement

Relationship building

Communication

Education

High School Diploma or GED

NMLS registration eligibility

Notary License (preferred)

Tools

Microsoft Office

Job description

TD in Ossining, NY is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions and expert guidance in a consultative setting. You will help clients achieve their financial goals while adhering to TD's risk standards.

The role emphasizes mortgage inquiries, product knowledge, and a client-first approach, with a focus on building trust and long-term relationships across personal and commercial banking.