Relationship Banking Advisor

TD Bank Group; New York (NY); Hybrid; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group in Brooklyn, NY seeks a Mortgage Loan Originator to acquire and deepen client relationships through consultative engagement. You will interpret client needs, explain mortgage options, and connect clients to suitable TD products while complying with risk and regulatory standards.

You will engage in a trusted advisory role, guiding clients toward home financing solutions and enhancing their financial wellbeing.

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.
• Ability to obtain and maintain active NMLS registration; Notary license preferred.

Responsibilities

• Drives client acquisition and relationship growth through consultative engagement.
• Applies foundational banking knowledge to explain options with features, benefits, and risks.
• Delivers personalized solutions and next steps, connecting clients to products or services.
• Maintains accurate documentation and adheres to risk and regulatory standards.
• Educates clients on TD products, services, and digital capabilities to improve financial wellness.
• Builds trust through consistent, client-first interactions.

Skills

Client relationship management

Sales & advisory skills

Communication skills

Education

High School Diploma or GED

NMLS registration

Tools

Microsoft Office

Job description

TD Bank Group in Brooklyn, NY seeks a Mortgage Loan Originator to acquire and deepen client relationships through consultative engagement. You will interpret client needs, explain mortgage options, and connect clients to suitable TD products while complying with risk and regulatory standards.

You will engage in a trusted advisory role, guiding clients toward home financing solutions and enhancing their financial wellbeing.