Relationship Banking Associate

TD; Hilton Head Island (SC); Vor Ort; USD 31.000 - 40.000; Vollzeit

Zusammenfassung

TD Bank is seeking a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. The role focuses on delivering personalized solutions while adhering to risk and regulatory standards.

Responsibilities include walk-in engagement, discovery, and connecting clients to appropriate products or partners, with an emphasis on a customer-first approach and ongoing guidance.

Qualifikationen

• High School Diploma or GED or equivalent.
• 1+ years 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 with clients and colleagues.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Aufgaben

• Deliver a welcoming, personalized client experience through meaningful discovery.
• Drive client acquisition, retention, and relationship growth for the bank location.
• Explain products, services, and digital capabilities to clients.
• Ensure accurate documentation and compliance with policies.
• Build long-term client relationships through consistent, personalized interactions.

Kenntnisse

Client engagement

Relationship building

Communication

Time management

Sales mindset

Ausbildung

High School Diploma or GED

1+ years client-facing experience

Teller or cash-handling experience

Ability to obtain NMLS registration

Notary license (or ability to obtain)

Tools

Microsoft Office

Jobbeschreibung

TD Bank is seeking a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. The role focuses on delivering personalized solutions while adhering to risk and regulatory standards.

Responsibilities include walk-in engagement, discovery, and connecting clients to appropriate products or partners, with an emphasis on a customer-first approach and ongoing guidance.