Relationship Banking Associate

TD Bank; New York (NY); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank in Forest Hills, NY is seeking a client-focused banking professional who will engage clients, explain TD products, and drive relationship growth. You will support daily branch activities, handle inquiries, and help clients achieve financial goals through personalized solutions.

The role emphasizes consultative conversations, accurate documentation, risk awareness, and strong product knowledge to uphold TD's client-first approach in a fast-paced banking environment.

Qualifications

• High School Diploma or GED.
• 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 with clients and colleagues.
• Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Ability to obtain and maintain active registration with NMLS as required.

Responsibilities

• Drives client acquisition and relationship growth for the bank location through walk-ins, lead management, and outreach.
• Engages clients with curiosity, performs discovery to uncover needs and priorities.
• Explains banking options clearly, including features, benefits, and risks, in simple language.
• Delivers personalized solutions and next best actions, connecting clients to products or services.
• Maintains accurate documentation and follows risk and regulatory requirements.
• Educates clients on TD products, services, and digital capabilities to support financial wellness.

Skills

Client engagement

Communication

Multitasking

MS Office

Education

High School Diploma or GED

1+ years of client service experience

Notary License (or ability to obtain) preferred

Tools

Microsoft Office

Job description

TD Bank in Forest Hills, NY is seeking a client-focused banking professional who will engage clients, explain TD products, and drive relationship growth. You will support daily branch activities, handle inquiries, and help clients achieve financial goals through personalized solutions.

The role emphasizes consultative conversations, accurate documentation, risk awareness, and strong product knowledge to uphold TD's client-first approach in a fast-paced banking environment.