Relationship Banker: Your Personal Finance Partner

TD Bank, N.A.

Cranford (NJ)

On-site

USD 33,000 - 45,000

Full time

7 days ago
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Job summary

TD Bank, N.A. in Cranford, NJ seeks a banking professional to deepen client relationships through consultative engagement and personalized financial solutions. The role focuses on acquiring clients, understanding needs, and delivering TD’s banking products while adhering to risk and regulatory standards.

Ideal candidates will have strong client communication, the ability to manage multiple tasks, and experience in a service or sales environment. A Notary or NMLS readiness is preferred.

Qualifications

  • High School Diploma or GED required or equivalent experience.
  • Experience engaging with clients in service, sales, or relationship-building roles.
  • Experience educating clients on products in a consultative manner.
  • Ability to manage multiple tasks, prioritize, and meet deadlines.

Responsibilities

  • Drive client acquisition and retention at the bank location through proactive engagement and outreach.
  • Engage clients with discovery to uncover needs and provide tailored financial solutions.
  • Explain options clearly, including features, benefits and risks, and guide decisions.
  • Deliver personalized solutions and next steps, coordinating with product partners as needed.
  • Maintain compliant, accurate documentation and strong risk awareness in all interactions.

Skills

Client engagement
Relationship building
Clear communication
Time management
MS Office
NMLS training
Notary readiness

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank, N.A. in Cranford, NJ seeks a banking professional to deepen client relationships through consultative engagement and personalized financial solutions. The role focuses on acquiring clients, understanding needs, and delivering TD’s banking products while adhering to risk and regulatory standards.

Ideal candidates will have strong client communication, the ability to manage multiple tasks, and experience in a service or sales environment. A Notary or NMLS readiness is preferred.

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