Relationship Banking Advisor | Mortgage & Client Growth

TD

Roselle (NJ)

On-site

USD 34,000 - 47,000

Full time

2 days ago
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Job summary

TD in Roselle, NJ seeks a banking professional to cultivate client relationships and deliver personalized banking solutions. You will acquire new clients and deepen existing relationships through consultative engagement and needs-based guidance, supported by product knowledge and disciplined execution while upholding TD's risk standards.

You will engage in mortgage inquiries, referrals, and comprehensive client service, ensuring a seamless experience across channel interactions.

Qualifications

  • 2+ years of experience engaging clients in a sales, service, or relationship-building capacity.
  • Prior experience in a banking environment preferred.
  • Demonstrated ability to conduct consultative client conversations and uncover needs.
  • Strong communication skills with diverse client populations.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Ability to obtain/maintain NMLS registration as required.

Responsibilities

  • Cultivate and sustain long-term client relationships at a bank location.
  • Lead client conversations to identify needs and provide solutions.
  • Deliver personalized banking guidance across mortgage products and other services.
  • Uphold risk and regulatory standards while driving referrals.
  • Act as client advocate with proactive outreach and follow-through.

Skills

Client relationships
Consultative selling
Communication skills
multitask management

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD in Roselle, NJ seeks a banking professional to cultivate client relationships and deliver personalized banking solutions. You will acquire new clients and deepen existing relationships through consultative engagement and needs-based guidance, supported by product knowledge and disciplined execution while upholding TD's risk standards.

You will engage in mortgage inquiries, referrals, and comprehensive client service, ensuring a seamless experience across channel interactions.

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