Client Banking Associate: Relationship Banker

TD Bank, N.A.; Boston (MA); On-site; USD 49,000 - 64,000; Full time

Job summary

TD Bank, N.A. in Boston seeks a customer-facing banking professional to deliver everyday banking and guide clients through account needs with accuracy and empathy.

The role emphasizes relationship-building, risk awareness, and high-quality service, along with flexibility to work evenings and weekends as scheduled. You will connect clients with specialists to support long-term financial goals.

Qualifications

• Excellent communication skills; ability to be concise, clear and consistent.
• Strong organizational skills to handle multiple tasks in a fast-paced environment.
• Demonstrated problem-solving and prioritization abilities.
• Willingness to complete required job-related training upon hire.

Responsibilities

• Orchestrates the overall client experience by managing client flow and referrals.
• Acts as hospitality ambassador delivering relationship-driven client experiences.
• Educates clients on banking products, services, and digital capabilities.
• Engages in proactive outreach to schedule appointments for consumer account needs.

Skills

Communication

Organization

Multitasking

Problem solving

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. in Boston seeks a customer-facing banking professional to deliver everyday banking and guide clients through account needs with accuracy and empathy.

The role emphasizes relationship-building, risk awareness, and high-quality service, along with flexibility to work evenings and weekends as scheduled. You will connect clients with specialists to support long-term financial goals.