Relationship Banking Advisor

TD; Succasunna (NJ); On-site; USD 34,000 - 47,000; Full time

Job summary

TD in Succasunna, New Jersey is seeking a banking professional to cultivate long-term client relationships and deliver personalized banking solutions. You will engage clients through walk-ins, appointments, and outbound outreach while maintaining TD's risk and regulatory standards.

The role requires a high school diploma or GED and 2+ years of client-facing experience in sales, service, or relationship banking, with knowledge of mortgage products and a willingness to obtain NMLS registration.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 2+ years of experience engaging clients in a sales, service, or relationship building capacity.
• Ability to obtain and maintain active registration with NMLS as required for the role; notary license preferred.

Responsibilities

• Cultivates and sustains long term client relationships through leads management and outbound efforts in a bank location.
• Engages in client conversations with curiosity, listening and capturing information to identify client solutions.
• Leads client engagement across walk-in, appointment, and outbound opportunities with discovery of needs.
• Provides tailored guidance on products and services to support informed client decisions.
• Delivers needs-based guidance and manages complex client scenarios with referrals and partner collaboration.

Education

High School Diploma or GED (or equivalent combination of education and experience)

Job description

TD in Succasunna, New Jersey is seeking a banking professional to cultivate long-term client relationships and deliver personalized banking solutions. You will engage clients through walk-ins, appointments, and outbound outreach while maintaining TD's risk and regulatory standards.

The role requires a high school diploma or GED and 2+ years of client-facing experience in sales, service, or relationship banking, with knowledge of mortgage products and a willingness to obtain NMLS registration.