Client-Focused Banking Advisor

TD Bank Group (TD); Boston (MA); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group in Allston, MA is seeking a banking professional to acquire and deepen client relationships, deliver personalized solutions, and drive client outcomes while maintaining risk and regulatory standards.

You will engage clients through walk-ins and outreach, explain TD options in clear terms, and connect clients with appropriate products and partners to support financial well-being.

Qualifications

• 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

• Drives client acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outreach.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities
• Applies foundational banking knowledge to interpret client needs and validate understanding. Clearly explains relevant options, including features, benefits, and potential risks, using simple and transparent language to help clients make informed decisions aligned to their financial goals
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners
• Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress
• Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness
• Builds and strengthens client relationships through consistent, personalized interactions that reflect a client-first approach
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities
• Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank

Skills

Customer service

Sales skills

Communication

Relationship building

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Allston, MA is seeking a banking professional to acquire and deepen client relationships, deliver personalized solutions, and drive client outcomes while maintaining risk and regulatory standards.

You will engage clients through walk-ins and outreach, explain TD options in clear terms, and connect clients with appropriate products and partners to support financial well-being.