Client-First Relationship Banker

TD Bank Group (TD); Waltham (MA); On-site; USD 64,472,000 - 83,097,000; Full time

Job summary

TD Bank in Waltham, MA, is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well-being. You will engage clients through consultative conversations, explain products, and ensure accurate documentation while adhering to risk standards.

The role emphasizes relationship-building, product knowledge, and disciplined execution to help clients meet their financial goals and leverage TD's digital capabilities.

Qualifications

• High School Diploma or GED (or equivalent)
• 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
• Ability to obtain and maintain NMLS registration as required

Responsibilities

• Drives client acquisition through walk-ins, leads, and outreach.
• Conducts discovery to uncover client needs and priorities.
• Explains options clearly and guides decisions.
• Delivers personalized solutions and next steps.
• Builds long-term client relationships and trust.
• Educates clients on TD products and digital tools.

Skills

Customer service

Sales skills

Relationship building

Communication

Time management

Problem solving

NMLS eligibility

Education

High School Diploma or GED

Tools

MS Office

Job description

TD Bank in Waltham, MA, is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well-being. You will engage clients through consultative conversations, explain products, and ensure accurate documentation while adhering to risk standards.

The role emphasizes relationship-building, product knowledge, and disciplined execution to help clients meet their financial goals and leverage TD's digital capabilities.