Relationship Banking Advisor – Mortgage & Growth

TD; Cranford (NJ); Presencial; USD 34 000 - 47 000; Tempo integral

Resumo da oferta

TD Bank is seeking a client-focused banking professional in Cranford, NJ, to cultivate and sustain client relationships through consultative engagement and personalized banking solutions. You will acquire new clients and deepen existing relationships while upholding TD's risk and regulatory standards.

This role emphasizes needs-based guidance, strong product knowledge, and disciplined execution across walk-ins, appointments, and outreach.

Qualificações

• High School Diploma or GED (or equivalent combination of education and experience).
• 2+ years of experience engaging clients in sales, service, or relationship-building roles.
• Prior banking experience such as teller, platform, or relationship banking preferred.
• Ability to conduct consultative client conversations and uncover needs.
• Ability to obtain and maintain active NMLS registration; Notary license preferred.

Responsabilidades

• Deliver a welcoming, personalized client experience and engage in meaningful discovery.
• Lead client acquisition, retention, and relationship growth for the bank location.
• Balance client needs with risk and compliance, ensuring accurate capture of information.
• Provide guidance on TD products and services to meet client financial goals.
• Collaborate with partners to ensure effective referrals and outcomes.

Conhecimentos

Communication skills

Active listening

Relationship building

Microsoft Office

NMLS registration

Formação académica

High School Diploma or GED

Ferramentas

NMLS System

Descrição da oferta de emprego

TD Bank is seeking a client-focused banking professional in Cranford, NJ, to cultivate and sustain client relationships through consultative engagement and personalized banking solutions. You will acquire new clients and deepen existing relationships while upholding TD's risk and regulatory standards.

This role emphasizes needs-based guidance, strong product knowledge, and disciplined execution across walk-ins, appointments, and outreach.