Relationship Banking Specialist

TD Bank Group

McDaniel Heights (DE)

On-site

USD 30,000 - 38,000

Full time

3 days ago
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Job summary

TD Bank in Wilmington, DE seeks a customer service oriented associate to deliver everyday banking with accuracy and care. You will be the first point of contact, handling transactions and inquiries while guiding clients to appropriate partners to meet their financial goals.

The role emphasizes relationship building, risk awareness, and compliant service across diverse client needs, including evenings and weekends as required. Training and a supportive team environment are provided.

Qualifications

  • High school diploma or GED required.
  • 1+ years demonstrated experience working with clients.
  • Teller or cash-handling experience in a client facing/financial institution preferred.
  • Ability to work during operating hours including evenings, weekends and holidays.
  • Strong organization skills to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills with ability to be concise, clear and consistent.
  • Demonstrated effective problem-solving skills.
  • Demonstrated ability to schedule and prioritize work.
  • Demonstrated ability to work independently and within deadlines.
  • Sound judgment in decision making and problem solving.

Responsibilities

  • Orchestrates the overall client experience by effectively managing client flow and referrals.
  • Serves as hospitality ambassador delivering relationship-driven client experiences.
  • Creates personalized client-first interactions to build trust and deepen relationships.
  • Educates clients on banking products and digital capabilities to enhance convenience.
  • Engages clients through proactive outreach and appointment scheduling for consumer needs.
  • Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
  • Advocates for clients with empathy, integrity and a long-term perspective.

Skills

Customer service
Communication
Organization
Problem solving
Prioritization

Education

High school diploma or GED
Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Wilmington, DE seeks a customer service oriented associate to deliver everyday banking with accuracy and care. You will be the first point of contact, handling transactions and inquiries while guiding clients to appropriate partners to meet their financial goals.

The role emphasizes relationship building, risk awareness, and compliant service across diverse client needs, including evenings and weekends as required. Training and a supportive team environment are provided.

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