Relationship Banking Advisor

TD; Bridgeport (CT); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank in Bridgeport, CT is seeking a banking professional to bring TD’s client-centric experience to life by partnering with clients to help them confidently achieve financial goals through personalized solutions.

This role focuses on acquiring and deepening client relationships via consultative engagement, strong product knowledge, and disciplined execution while complying with TD’s risk and regulatory standards.

Qualifications

• High School Diploma or GED or equivalent.
• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services in a consultative manner.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Basic proficiency with Microsoft Office.

Responsibilities

• Deliver a welcoming, personalized client experience and build trust through meaningful discovery.
• Drive client acquisition and relationship growth for the bank location.
• Explain TD products, services, and digital capabilities to clients.
• Adhere to risk and regulatory standards and maintain accurate client documentation.
• Provide ongoing guidance to improve clients’ financial well-being and outcomes.

Skills

Client service

Sales

Relationship building

Communication

Problem solving

Microsoft Office

Education

High School Diploma or GED

NMLS eligibility

Notary license (preferred)

Tools

Microsoft Office

Job description

TD Bank in Bridgeport, CT is seeking a banking professional to bring TD’s client-centric experience to life by partnering with clients to help them confidently achieve financial goals through personalized solutions.

This role focuses on acquiring and deepening client relationships via consultative engagement, strong product knowledge, and disciplined execution while complying with TD’s risk and regulatory standards.