Relationship Banker- Lakewood, NJ (40 hours)

TD Bank • Lakewood Township, NJ

395d • $52,000 - $77,480

About The Position

The Relationship Banker is an experienced banking professional responsible for managing a complex portfolio of mass affluent customers. This role focuses on providing high-level advice, addressing banking needs, and ensuring a personalized customer experience. The primary objective is to grow, deepen, and retain customer relationships through effective communication and collaboration with internal specialists.

Requirements

• High School Diploma or GED required; Bachelor's degree preferred.
• 2+ years of financial or banking experience required.
• Securities Industry Essentials (SIE) certification required.
• Life & Health license preferred.
• Experience with retail and small business banking, particularly with mass affluent clients.
• Consultative sales experience required.

Nice To Haves

• Experience in wealth management or financial advisory roles.
• Strong communication and interpersonal skills.
• Ability to work collaboratively in a team environment.

Responsibilities

• Manage the banking needs of mass affluent customers and act as their primary contact.
• Grow, deepen, and retain customer relationships through an advice-based approach.
• Engage in proactive customer outreach via phone, email, and other means.
• Acquire and retain new mass affluent customers through referrals and outbound prospecting.
• Conduct needs-based conversations with customers to suggest appropriate products and services.
• Collaborate with Wealth Financial Advisors to provide holistic support to clients.
• Provide coaching and feedback to retail staff on effective product referrals.
• Ensure compliance with all relevant banking regulations and policies.

Benefits

• Competitive salary range of $25.00 - $37.25 USD.
• Opportunities for career development and skill enhancement.
• Health and well-being benefits.
• Paid time off including vacation and holidays.
• Banking benefits and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees