Relationship Banking Advisor

TD Bank, N.A.; Bridgewater (MA); On-site; USD 69,486,000 - 93,126,000; Full time

Job summary

TD Bank, N.A. in Bridgewater, NJ seeks a banking professional to acquire and deepen client relationships through consultative engagement, product knowledge, and disciplined execution.

You will guide clients to personalized solutions while adhering to risk and regulatory standards. The role emphasizes walk-in client engagement, mortgage product discussions, and ongoing guidance to improve financial wellness.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience)
• 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
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
• Ability to exercise sound judgment and problem-solving skills in client interactions
• Basic proficiency with Microsoft Office or similar workplace technologies
• Ability to complete required job-related training upon hire
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities
• Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank
• Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness

Skills

Customer service

Sales experience

Communication skills

MS Office

Education

High School Diploma or GED

Tools

MS Office

Job description

TD Bank, N.A. in Bridgewater, NJ seeks a banking professional to acquire and deepen client relationships through consultative engagement, product knowledge, and disciplined execution.

You will guide clients to personalized solutions while adhering to risk and regulatory standards. The role emphasizes walk-in client engagement, mortgage product discussions, and ongoing guidance to improve financial wellness.