Relationship Banking Specialist — Client Growth

TD; Morristown (NJ); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank in Bernardsville, NJ is seeking a banking professional to bring TD's human, relationship-driven experience to life by partnering with clients to help them achieve financial goals through personalized solutions.

This role emphasizes acquiring and deepening client relationships through consultative engagement, product knowledge, and disciplined execution while adhering to TD's risk and regulatory standards.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 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 and effectively with clients and colleagues.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Ability to exercise sound judgment and problem-solving skills in client interactions.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.
• Notary License (or ability to obtain) preferred.

Responsibilities

• Deliver a welcoming, personalized client experience through meaningful discovery.
• Drive client acquisition, retention, and relationship growth for the bank location.
• Balance client needs with risk and compliance requirements in documentation and processes.
• Introduce TD products and digital capabilities to simplify banking and improve financial wellness.
• Provide guidance and education to clients to build long-term relationships.

Skills

Customer service

Relationship building

Communication

Time management

Attention to detail

Regulatory compliance

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Bernardsville, NJ is seeking a banking professional to bring TD's human, relationship-driven experience to life by partnering with clients to help them achieve financial goals through personalized solutions.

This role emphasizes acquiring and deepening client relationships through consultative engagement, product knowledge, and disciplined execution while adhering to TD's risk and regulatory standards.