Client-Centric Relationship Banker

TD; Tewksbury (MA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in Massachusetts is seeking a banking professional to acquire and deepen client relationships by engaging with clients through walk-ins and outreach, delivering personalized financial solutions while maintaining risk controls.

The role requires strong product knowledge, consultative sales, and the ability to guide clients toward TD mortgage and lending options to improve financial well-being.

Qualifications

• High School Diploma or GED or equivalent.
• 1+ years of experience engaging with clients in service, sales, or relationship building.
• Teller or cash-handling experience preferred.
• Experience educating clients on products and services in a consultative manner.
• Clear and effective communication with clients and colleagues.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Ability to obtain and maintain NMLS registration as required.
• Notary license preferred.

Responsibilities

• Engage clients to acquire and deepen relationships, delivering personalized solutions.
• Explain TD product options with clear benefits and risks.
• Provide ongoing guidance to improve clients' financial well-being.
• Build trust through consistent, personalized interactions and proactive follow-up.
• Support mortgage inquiries and refer clients to appropriate loan solutions.

Skills

Customer service

Sales

Relationship building

Communication

Education

High School diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Massachusetts is seeking a banking professional to acquire and deepen client relationships by engaging with clients through walk-ins and outreach, delivering personalized financial solutions while maintaining risk controls.

The role requires strong product knowledge, consultative sales, and the ability to guide clients toward TD mortgage and lending options to improve financial well-being.